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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $21,894 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,571 | $79,209+69.9% | $102,434+31.4% | $74,459+80.7% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 13.88% | 54.98%-41.1pp | 29.46%-15.6pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,613 | $2,362-31.7% | $3,023-46.7% | $2,626-38.6% |
| Participant deferral / active EE | $8,299 | $4,417+87.9% | $5,055+64.2% | $4,350+90.8% |
| Admin fee / account holder | $217 | $2,002-89.2% | $9,462-97.7% | $1,945-88.8% |