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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $166,041 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,013 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $53,232 |
KREISCHER MILLER9 years Service code 10 · EIN 23-1980475 | Accounting | $38,382 |
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 | $282,784 | $112,582+151.2% | $105,624+167.7% | $200,096+41.3% |
| Participation rate | 99.5% | 86.3%+13.3pp | 75.3%+24.3pp | 72.0%+27.5pp |
| Annual return | 16.27% | 15.58%+0.7pp | 116.20%-99.9pp | 34.26%-18.0pp |
| Employer contribution / active EE | $10,474 | $4,580+128.7% | $3,168+230.7% | $3,038+244.8% |
| Participant deferral / active EE | $12,099 | $6,655+81.8% | $5,013+141.4% | $5,090+137.7% |
| Admin fee / account holder | $97 | $107-9.5% | $10,961-99.1% | $269-64.1% |