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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 | $2,703,213-97.3% | $165,100-56.5% | $200,096-64.1% |
| Participation rate | 95.2% | 78.4%+16.8pp | 78.6%+16.6pp | 72.0%+23.2pp |
| Annual return | 15.12% | 17.97%-2.8pp | 70.21%-55.1pp | 34.26%-19.1pp |
| Employer contribution / active EE | $2,750 | $2,973-7.5% | $4,348-36.8% | $3,038-9.5% |
| Participant deferral / active EE | $5,711 | $5,021+13.7% | $6,035-5.4% | $5,090+12.2% |
| Admin fee / account holder | $101 | $1,999-94.9% | $12,696-99.2% | $269-62.4% |