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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,380 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,479 | $89,588+27.8% | $135,987-15.8% | $77,714+47.3% |
| Participation rate | 96.5% | 74.3%+22.2pp | 76.4%+20.0pp | 70.6%+25.9pp |
| Annual return | 15.82% | 17.42%-1.6pp | 580.01%-564.2pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,107 | $3,491+17.7% | $4,214-2.5% | $2,727+50.6% |
| Participant deferral / active EE | $9,220 | $5,591+64.9% | $7,027+31.2% | $4,649+98.3% |
| Admin fee / account holder | $38 | $539-93.0% | $6,716-99.4% | $433-91.3% |