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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,404 |
FIDELTY INV. INST. OPS. CO.2 years Filed as: FIDELTY INVESTMENTS INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,218 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,510 | $41,150+0.9% | $80,607-48.5% | $71,495-41.9% |
| Participation rate | 93.0% | 50.3%+42.7pp | 67.0%+26.0pp | 67.9%+25.1pp |
| Annual return | 24.80% | 38.48%-13.7pp | 936.11%-911.3pp | 28.85%-4.0pp |
| Employer contribution / active EE | $4,675 | $1,515+208.6% | $2,724+71.6% | $2,589+80.5% |
| Participant deferral / active EE | $4,314 | $2,701+59.7% | $4,448-3.0% | $4,291+0.5% |
| Admin fee / account holder | $16 | $1,841-99.1% | $5,379-99.7% | $1,588-99.0% |