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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,379 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,216 | $89,093+70.9% | $102,434+48.6% | $77,736+95.8% |
| Participation rate | 98.7% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.1pp |
| Annual return | 17.73% | 25.03%-7.3pp | 29.46%-11.7pp | 31.26%-13.5pp |
| Employer contribution / active EE | $4,379 | $2,699+62.2% | $3,023+44.8% | $2,728+60.5% |
| Participant deferral / active EE | $10,487 | $5,147+103.7% | $5,055+107.5% | $4,651+125.5% |
| Admin fee / account holder | -$65 | $236-127.4% | $9,462-100.7% | $433-114.9% |