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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 | $62,686+71.6% | $178,505-39.7% | $77,762+38.3% |
| Participation rate | 89.8% | 66.9%+22.9pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 15.29% | 16.16%-0.9pp | 27.16%-11.9pp | 31.27%-16.0pp |
| Employer contribution / active EE | $6,051 | $1,914+216.2% | $3,955+53.0% | $2,728+121.8% |
| Participant deferral / active EE | $4,133 | $4,224-2.1% | $6,280-34.2% | $4,651-11.1% |
| Admin fee / account holder | $65 | $386-83.2% | $10,428-99.4% | $433-85.0% |