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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,766 |
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 | $83,043 | $79,184+4.9% | $102,438-18.9% | $74,546+11.4% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 13.66% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $2,257 | $2,362-4.4% | $3,024-25.3% | $2,624-14.0% |
| Participant deferral / active EE | $6,452 | $4,414+46.1% | $5,054+27.7% | $4,347+48.4% |
| Admin fee / account holder | $34 | $2,001-98.3% | $9,448-99.6% | $1,944-98.3% |