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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,514 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,844 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,556 | $62,688+71.6% | $178,014-39.6% | $77,671+38.5% |
| Participation rate | 89.8% | 66.9%+22.9pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 15.29% | 16.16%-0.9pp | 294.80%-279.5pp | 31.21%-15.9pp |
| Employer contribution / active EE | $6,051 | $1,912+216.5% | $3,950+53.2% | $2,726+121.9% |
| Participant deferral / active EE | $4,133 | $4,224-2.1% | $6,276-34.2% | $4,648-11.1% |
| Admin fee / account holder | $65 | $386-83.2% | $10,362-99.4% | $430-84.9% |