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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,625 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $6,175 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $80 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,405 | $50,919+40.2% | $155,556-54.1% | $77,762-8.2% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 10.60% | 34.84%-24.2pp | 64.84%-54.2pp | 31.27%-20.7pp |
| Employer contribution / active EE | $2,554 | $1,991+28.3% | $4,675-45.4% | $2,728-6.4% |
| Participant deferral / active EE | $2,745 | $2,824-2.8% | $5,631-51.3% | $4,651-41.0% |
| Admin fee / account holder | $27 | $437-93.7% | $15,885-99.8% | $433-93.6% |