| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $447,705 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,825 | $117,734+49.3% | $115,752+51.9% | $77,958+125.5% |
| Participation rate | 98.6% | 82.0%+16.5pp | 77.8%+20.8pp | 71.6%+26.9pp |
| Annual return | 15.66% | 17.65%-2.0pp | 19.41%-3.7pp | 20.87%-5.2pp |
| Employer contribution / active EE | $5,071 | $2,736+85.4% | $3,492+45.2% | $2,310+119.5% |
| Participant deferral / active EE | $9,232 | $4,435+108.2% | $5,204+77.4% | $3,537+161.0% |
| Admin fee / account holder | $111 | $75+48.2% | $6,278-98.2% | $97+14.1% |