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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8 years Service code 15 · EIN 04-2647786 | Recordkeeping | $206,644 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,594 |
AMERICAN FUNDS9+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $53,460 |
KREISCHER MILLER8 years Service code 10 · EIN 23-1980475 | Accounting | $37,075 |
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 | $251,353 | $104,631+140.2% | $98,462+155.3% | $80,187+213.5% |
| Participation rate | 99.9% | 87.5%+12.3pp | 75.2%+24.7pp | 72.9%+26.9pp |
| Annual return | 19.26% | 34.72%-15.5pp | 21.20%-1.9pp | 40.40%-21.1pp |
| Employer contribution / active EE | $10,675 | $4,517+136.3% | $3,049+250.1% | $2,980+258.3% |
| Participant deferral / active EE | $12,077 | $6,545+84.5% | $4,738+154.9% | $5,016+140.8% |
| Admin fee / account holder | $104 | $105-0.5% | $8,875-98.8% | $145-28.1% |