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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 | $90,064+14.1% | $100,378+2.4% | $77,714+32.3% |
| Participation rate | 96.1% | 81.3%+14.8pp | 81.5%+14.6pp | 70.6%+25.5pp |
| Annual return | 19.71% | 20.61%-0.9pp | 49.41%-29.7pp | 31.26%-11.5pp |
| Employer contribution / active EE | $4,405 | $3,043+44.7% | $3,942+11.8% | $2,727+61.6% |
| Participant deferral / active EE | $17,363 | $8,282+109.6% | $8,087+114.7% | $4,649+273.5% |
| Admin fee / account holder | $70 | $172-59.4% | $7,899-99.1% | $433-83.9% |