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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 | $79,181+79.9% | $102,423+39.1% | $74,429+91.4% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 19.54% | 54.97%-35.4pp | 29.42%-9.9pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $2,274 | $2,362-3.7% | $3,023-24.8% | $2,625-13.4% |
| Participant deferral / active EE | $4,659 | $4,416+5.5% | $5,054-7.8% | $4,348+7.2% |
| Admin fee / account holder | $38 | $2,002-98.1% | $9,455-99.6% | $1,944-98.1% |