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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 | $90,003+14.2% | $100,398+2.4% | $77,692+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 | 49.32%-29.6pp | 31.25%-11.5pp |
| Employer contribution / active EE | $4,405 | $3,043+44.7% | $3,946+11.6% | $2,726+61.6% |
| Participant deferral / active EE | $17,363 | $8,287+109.5% | $8,084+114.8% | $4,648+273.5% |
| Admin fee / account holder | $70 | $172-59.4% | $7,893-99.1% | $431-83.8% |