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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $169,329 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,269 |
AMERICAN FUNDS7+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $68,982 |
KREISCHER MILLER6 years Service code 10 · EIN 23-1980475 | Accounting | $18,717 |
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 | $282,023 | $114,195+147.0% | $106,554+164.7% | $93,010+203.2% |
| Participation rate | 99.7% | 86.4%+13.4pp | 76.1%+23.6pp | 73.9%+25.8pp |
| Annual return | 15.43% | 22.18%-6.8pp | 26.80%-11.4pp | 158.70%-143.3pp |
| Employer contribution / active EE | $9,700 | $4,009+142.0% | $2,819+244.0% | $2,705+258.5% |
| Participant deferral / active EE | $11,405 | $5,908+93.0% | $4,398+159.3% | $4,561+150.1% |
| Admin fee / account holder | $91 | $105-13.5% | $7,408-98.8% | $152-40.3% |