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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVTMTS INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,920 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,244 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,802 | $75,962+315.7% | $154,111+104.9% | $64,173+392.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $20,741 | $3,350+519.2% | $5,298+291.5% | $2,381+771.2% |
| Participant deferral / active EE | $9,997 | $3,175+214.9% | $5,081+96.8% | $3,470+188.1% |
| Admin fee / account holder | $22 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |