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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 | $89,808+200.5% | $100,383+168.9% | $77,671+247.5% |
| Participation rate | 75.5% | 81.2%-5.6pp | 81.5%-5.9pp | 70.6%+5.0pp |
| Annual return | 16.19% | 20.62%-4.4pp | 49.26%-33.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $3,505 | $3,039+15.3% | $3,944-11.1% | $2,726+28.5% |
| Participant deferral / active EE | $9,891 | $8,284+19.4% | $8,086+22.3% | $4,648+112.8% |
| Admin fee / account holder | -$290 | $174-266.6% | $7,900-103.7% | $430-167.5% |