| Provider | Service type | Compensation |
|---|---|---|
STATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $353 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$109,075 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,268 | $43,999+337.0% | $79,472+141.9% | $55,727+245.0% |
| Participation rate | 90.4% | 66.9%+23.5pp | 73.3%+17.1pp | 70.9%+19.5pp |
| Annual return | -3.35% | 1.81%-5.2pp | 718.32%-721.7pp | 244.94%-248.3pp |
| Employer contribution / active EE | $5,868 | $1,830+220.7% | $2,801+109.5% | $2,078+182.3% |
| Participant deferral / active EE | $8,767 | $2,538+245.4% | $3,704+136.7% | $3,356+161.3% |
| Admin fee / account holder | -$142 | $118-220.6% | $5,104-102.8% | $115-223.1% |