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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 | $102,429-12.8% | $147,096-39.3% | $80,925+10.3% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 16.25% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $7,310 | $3,716+96.7% | $4,936+48.1% | $2,756+165.2% |
| Participant deferral / active EE | $11,908 | $6,649+79.1% | $8,071+47.5% | $4,299+177.0% |
| Admin fee / account holder | $8 | $7,957-99.9% | $13,005-99.9% | $6,940-99.9% |