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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $123,519 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $55,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,689 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,041 | $106,230-6.8% | $147,080-32.7% | $77,736+27.4% |
| Participation rate | 93.1% | 78.4%+14.7pp | 82.2%+10.9pp | 70.6%+22.5pp |
| Annual return | 16.21% | 56.91%-40.7pp | 420.17%-404.0pp | 31.26%-15.1pp |
| Employer contribution / active EE | $4,676 | $4,072+14.8% | $4,933-5.2% | $2,728+71.4% |
| Participant deferral / active EE | $11,819 | $8,001+47.7% | $8,066+46.5% | $4,651+154.1% |
| Admin fee / account holder | $205 | $338-39.4% | $12,989-98.4% | $433-52.7% |