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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,632 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $4,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,241 | $46,332+40.8% | $143,799-54.6% | $64,819+0.7% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.5pp |
| Annual return | -13.11% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $2,296 | $1,911+20.1% | $4,952-53.6% | $2,507-8.4% |
| Participant deferral / active EE | $2,250 | $2,647-15.0% | $5,638-60.1% | $4,311-47.8% |
| Admin fee / account holder | $21 | $154-86.7% | $14,677-99.9% | $188-89.1% |