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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,151 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,878 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,787 | $89,808+14.5% | $100,383+2.4% | $77,671+32.3% |
| Participation rate | 96.1% | 81.2%+14.9pp | 81.5%+14.6pp | 70.6%+25.5pp |
| Annual return | 19.71% | 20.62%-0.9pp | 49.26%-29.6pp | 31.21%-11.5pp |
| Employer contribution / active EE | $4,405 | $3,039+45.0% | $3,944+11.7% | $2,726+61.6% |
| Participant deferral / active EE | $17,363 | $8,284+109.6% | $8,086+114.7% | $4,648+273.6% |
| Admin fee / account holder | $70 | $174-60.0% | $7,900-99.1% | $430-83.8% |