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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,029 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$2,274 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,274 | $102,382-12.8% | $147,005-39.3% | $80,874+10.4% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 16.25% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $7,310 | $3,715+96.8% | $4,934+48.1% | $2,756+165.3% |
| Participant deferral / active EE | $11,908 | $6,646+79.2% | $8,070+47.6% | $4,297+177.1% |
| Admin fee / account holder | $8 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |