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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,141 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,821 | $79,184+80.4% | $102,438+39.4% | $74,546+91.6% |
| Participation rate | 96.1% | 74.8%+21.4pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 18.16% | 54.95%-36.8pp | 29.37%-11.2pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $4,660 | $2,362+97.3% | $3,024+54.1% | $2,624+77.6% |
| Participant deferral / active EE | $9,779 | $4,414+121.5% | $5,054+93.5% | $4,347+124.9% |
| Admin fee / account holder | $137 | $2,001-93.1% | $9,448-98.5% | $1,944-92.9% |