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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $40,938 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,137 | $82,979-63.7% | $102,412-70.6% | $77,736-61.2% |
| Participation rate | 89.4% | 71.5%+17.9pp | 74.5%+14.9pp | 70.6%+18.8pp |
| Annual return | 12.90% | 19.11%-6.2pp | 24.94%-12.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $2,684 | $3,554-24.5% | $3,870-30.6% | $2,728-1.6% |
| Participant deferral / active EE | $2,917 | $4,109-29.0% | $5,060-42.4% | $4,651-37.3% |
| Admin fee / account holder | $143 | $639-77.6% | $8,388-98.3% | $433-67.1% |