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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% | $178,528-39.8% | $77,714+38.4% |
| Participation rate | 89.8% | 66.9%+22.9pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 15.29% | 16.16%-0.9pp | 27.11%-11.8pp | 31.26%-16.0pp |
| Employer contribution / active EE | $6,051 | $1,912+216.5% | $3,950+53.2% | $2,727+121.9% |
| Participant deferral / active EE | $4,133 | $4,224-2.1% | $6,278-34.2% | $4,649-11.1% |
| Admin fee / account holder | $65 | $386-83.2% | $10,419-99.4% | $433-85.0% |