| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $324,014 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $226,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,331 | $93,094+120.6% | $106,387+93.0% | $68,904+198.0% |
| Participation rate | 71.9% | 83.9%-12.0pp | 77.5%-5.5pp | 74.1%-2.2pp |
| Annual return | 39.93% | -2.12%+42.0pp | 0.25%+39.7pp | 1.07%+38.9pp |
| Employer contribution / active EE | $3,277 | $3,237+1.2% | $3,520-6.9% | $2,540+29.0% |
| Participant deferral / active EE | $6,029 | $5,445+10.7% | $5,421+11.2% | $4,015+50.1% |
| Admin fee / account holder | $170 | $85+100.1% | $7,510-97.7% | $71+139.1% |