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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $358,453 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,663 |
GRANT THORNTON LLP9 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $38,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,862 | $2,687,218-97.3% | $164,975-56.4% | $199,921-64.1% |
| Participation rate | 95.2% | 78.3%+16.9pp | 78.6%+16.6pp | 72.0%+23.2pp |
| Annual return | 15.12% | 17.94%-2.8pp | 70.12%-55.0pp | 34.28%-19.2pp |
| Employer contribution / active EE | $2,750 | $2,958-7.0% | $4,343-36.7% | $3,035-9.4% |
| Participant deferral / active EE | $5,711 | $5,002+14.2% | $6,033-5.4% | $5,089+12.2% |
| Admin fee / account holder | $101 | $1,988-94.9% | $12,688-99.2% | $269-62.4% |