| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $327,628 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $166,143 |
FID INV INST OPS CO9+ 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 | $239,410 | $99,313+141.1% | $133,698+79.1% | $99,313+141.1% |
| Participation rate | 97.6% | 71.7%+25.9pp | 76.4%+21.2pp | 71.7%+25.9pp |
| Annual return | 61.82% | 17.67%+44.2pp | 580.90%-519.1pp | 17.67%+44.2pp |
| Employer contribution / active EE | $5,955 | $3,264+82.4% | $4,218+41.2% | $3,264+82.4% |
| Participant deferral / active EE | $9,048 | $5,346+69.3% | $7,016+29.0% | $5,346+69.3% |
| Admin fee / account holder | $50 | $109-54.0% | $6,703-99.2% | $109-54.0% |