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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,064 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,085 | $79,223+218.2% | $102,460+146.0% | $74,478+238.5% |
| Participation rate | 94.5% | 74.8%+19.7pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 22.72% | 54.98%-32.3pp | 29.47%-6.8pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $5,596 | $2,363+136.8% | $3,025+85.0% | $2,626+113.1% |
| Participant deferral / active EE | $11,830 | $4,417+167.8% | $5,056+134.0% | $4,350+171.9% |
| Admin fee / account holder | -$16 | $2,003-100.8% | $9,460-100.2% | $1,946-100.8% |