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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 | $79,209+80.3% | $102,434+39.4% | $74,459+91.8% |
| Participation rate | 96.1% | 74.8%+21.3pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 18.16% | 54.98%-36.8pp | 29.46%-11.3pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $4,660 | $2,362+97.2% | $3,023+54.1% | $2,626+77.5% |
| Participant deferral / active EE | $9,779 | $4,417+121.4% | $5,055+93.5% | $4,350+124.8% |
| Admin fee / account holder | $137 | $2,002-93.1% | $9,462-98.6% | $1,945-92.9% |