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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,167 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,478 | $79,223+79.8% | $102,460+39.1% | $74,478+91.3% |
| Participation rate | 84.3% | 74.8%+9.6pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 19.54% | 54.98%-35.4pp | 29.47%-9.9pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $2,274 | $2,363-3.8% | $3,025-24.8% | $2,626-13.4% |
| Participant deferral / active EE | $4,659 | $4,417+5.5% | $5,056-7.8% | $4,350+7.1% |
| Admin fee / account holder | $38 | $2,003-98.1% | $9,460-99.6% | $1,946-98.1% |