| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $278,274 |
FID INV INST OPS CO2 years Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $121,538 |
FID INV INST OPS CO8+ 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 | $197,399 | $136,853+44.2% | $130,298+51.5% | $80,187+146.2% |
| Participation rate | 96.8% | 81.6%+15.1pp | 76.3%+20.5pp | 72.9%+23.8pp |
| Annual return | 17.75% | 22.66%-4.9pp | 38.90%-21.1pp | 40.40%-22.7pp |
| Employer contribution / active EE | $7,825 | $3,395+130.5% | $4,128+89.6% | $2,980+162.6% |
| Participant deferral / active EE | $11,886 | $5,856+103.0% | $6,790+75.1% | $5,016+137.0% |
| Admin fee / account holder | $52 | $184-71.7% | $6,025-99.1% | $145-64.1% |