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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $72,486 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,918 | $98,727-4.9% | $113,168-17.0% | $85,563+9.8% |
| Participation rate | 95.4% | 80.8%+14.5pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 15.27% | 17.43%-2.2pp | 24.27%-9.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,464 | $5,424+0.7% | $5,107+7.0% | $4,375+24.9% |
| Admin fee / account holder | $183 | $357-48.6% | $12,068-98.5% | $834-78.0% |