| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $97,399 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,187 |
ALAN BILLER & ASSOCIATES1 year Service code 27 · EIN 94-2854958 | Advisory (Plan) | $7,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,580 | $168,231+36.5% | $67,836+238.4% | $63,975+258.9% |
| Participation rate | 92.2% | 66.8%+25.4pp | 68.8%+23.4pp | 71.1%+21.1pp |
| Annual return | 6.34% | 11.76%-5.4pp | 138.49%-132.1pp | 48.65%-42.3pp |
| Employer contribution / active EE | $3,098 | $1,907+62.4% | $2,404+28.9% | $2,182+42.0% |
| Participant deferral / active EE | $10,095 | $2,827+257.2% | $3,160+219.5% | $3,356+200.8% |
| Admin fee / account holder | -$125 | $81-255.4% | $4,621-102.7% | $70-277.6% |