| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $608,989 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,538 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,593 | $107,045+42.6% | $108,745+40.3% | $63,975+138.5% |
| Participation rate | 97.3% | 81.9%+15.4pp | 77.7%+19.6pp | 71.1%+26.2pp |
| Annual return | 6.95% | 18.14%-11.2pp | 46.22%-39.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $5,497 | $2,651+107.4% | $3,323+65.4% | $2,182+151.9% |
| Participant deferral / active EE | $9,916 | $4,292+131.1% | $5,121+93.6% | $3,356+195.4% |
| Admin fee / account holder | $129 | $67+92.0% | $6,144-97.9% | $70+83.1% |