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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $327,628 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $166,143 |
FID INV INST OPS CO9+ years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,410 | $99,187+141.4% | $135,987+76.1% | $99,187+141.4% |
| Participation rate | 97.6% | 71.7%+25.9pp | 76.4%+21.1pp | 71.7%+25.9pp |
| Annual return | 61.82% | 17.66%+44.2pp | 579.77%-518.0pp | 17.66%+44.2pp |
| Employer contribution / active EE | $5,955 | $3,262+82.6% | $4,214+41.3% | $3,262+82.6% |
| Participant deferral / active EE | $9,048 | $5,339+69.5% | $7,027+28.8% | $5,339+69.5% |
| Admin fee / account holder | $50 | $109-53.9% | $6,716-99.3% | $109-53.9% |