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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,287 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,240 | $155,364+10.9% | $103,065+67.1% | $77,762+121.5% |
| Participation rate | 81.0% | 85.5%-4.5pp | 80.6%+0.4pp | 70.6%+10.4pp |
| Annual return | 12.96% | 19.01%-6.1pp | 23.95%-11.0pp | 31.27%-18.3pp |
| Employer contribution / active EE | $2,705 | $5,949-54.5% | $4,675-42.1% | $2,728-0.8% |
| Participant deferral / active EE | $8,348 | $8,482-1.6% | $6,625+26.0% | $4,651+79.5% |
| Admin fee / account holder | $87 | $503-82.8% | $9,349-99.1% | $433-80.0% |