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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,620 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,861 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,950 | $53,254-2.4% | $155,574-66.6% | $199,921-74.0% |
| Participation rate | 92.4% | 64.1%+28.3pp | 78.2%+14.2pp | 72.0%+20.4pp |
| Annual return | 13.61% | 41.18%-27.6pp | 64.87%-51.3pp | 34.28%-20.7pp |
| Employer contribution / active EE | $1,727 | $1,848-6.5% | $4,676-63.1% | $3,035-43.1% |
| Participant deferral / active EE | $3,288 | $3,165+3.9% | $5,629-41.6% | $5,089-35.4% |
| Admin fee / account holder | $14 | $186-92.5% | $15,914-99.9% | $269-94.8% |