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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,157 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$197,726 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,903 | $90,064+199.7% | $100,378+168.9% | $77,714+247.3% |
| Participation rate | 75.5% | 81.3%-5.7pp | 81.5%-6.0pp | 70.6%+5.0pp |
| Annual return | 16.19% | 20.61%-4.4pp | 49.41%-33.2pp | 31.26%-15.1pp |
| Employer contribution / active EE | $3,505 | $3,043+15.2% | $3,942-11.1% | $2,727+28.5% |
| Participant deferral / active EE | $9,891 | $8,282+19.4% | $8,087+22.3% | $4,649+112.8% |
| Admin fee / account holder | -$290 | $172-268.9% | $7,899-103.7% | $433-167.0% |