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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$30,512 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,681 | $106,247-16.5% | $147,096-39.7% | $77,714+14.1% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 20.57% | 56.87%-36.3pp | 419.75%-399.2pp | 31.26%-10.7pp |
| Employer contribution / active EE | $1,746 | $4,069-57.1% | $4,936-64.6% | $2,727-36.0% |
| Participant deferral / active EE | $11,742 | $7,996+46.8% | $8,071+45.5% | $4,649+152.5% |
| Admin fee / account holder | -$18 | $338-105.3% | $13,005-100.1% | $433-104.1% |