| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $280,939 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $271,395 |
FID INV INST OPS CO7+ 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 | $162,636 | $140,190+16.0% | $115,756+40.5% | $77,906+108.8% |
| Participation rate | 96.6% | 81.0%+15.6pp | 77.1%+19.5pp | 73.7%+22.9pp |
| Annual return | -16.36% | -13.46%-2.9pp | 143.14%-159.5pp | 12.16%-28.5pp |
| Employer contribution / active EE | $7,712 | $3,169+143.3% | $3,793+103.3% | $2,846+170.9% |
| Participant deferral / active EE | $11,626 | $5,401+115.3% | $6,254+85.9% | $4,805+142.0% |
| Admin fee / account holder | $66 | $138-52.0% | $8,124-99.2% | $133-49.9% |