| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,476,724 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $699,041 |
Service code 16 · EIN 53-0181291 | Consulting | $253,325 |
MERCER2 years Service code 16 · EIN 30-0282430 | Consulting | $98,862 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $32,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,521 | $161,802-7.6% | $96,564+54.8% | $96,393+55.1% |
| Participation rate | 95.0% | 92.5%+2.6pp | 76.0%+19.0pp | 71.3%+23.7pp |
| Annual return | 19.45% | 18.41%+1.0pp | 25.89%-6.4pp | 22.88%-3.4pp |
| Employer contribution / active EE | $11,422 | $5,381+112.2% | $2,967+285.0% | $3,239+252.7% |
| Participant deferral / active EE | $9,186 | $8,927+2.9% | $4,852+89.3% | $5,455+68.4% |
| Admin fee / account holder | $67 | $61+10.5% | $8,256-99.2% | $74-8.9% |