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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,106 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,851 |
UBS FINANCIAL SERVICES INC4 years Service code 16 · EIN 13-2638166 | Consulting | $45,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,412 | $110,258-18.0% | $102,460-11.8% | $200,096-54.8% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 16.88% | 35.78%-18.9pp | 29.47%-12.6pp | 34.26%-17.4pp |
| Employer contribution / active EE | $3,877 | $3,605+7.6% | $3,025+28.2% | $3,038+27.6% |
| Participant deferral / active EE | $9,149 | $6,377+43.5% | $5,056+80.9% | $5,090+79.8% |
| Admin fee / account holder | $141 | $122+15.3% | $9,460-98.5% | $269-47.6% |