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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $20,867 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $16,389 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INST. OPS CO Service code 60 | Sub-TA Fees | $0 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
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 | $84,466 | $71,106+18.8% | $83,327+1.4% | $75,289+12.2% |
| Participation rate | 88.8% | 82.0%+6.8pp | 77.8%+11.0pp | 72.4%+16.3pp |
| Annual return | -4.53% | -0.56%-4.0pp | 10.64%-15.2pp | -0.04%-4.5pp |
| Employer contribution / active EE | $831 | $2,436-65.9% | $3,379-75.4% | $2,405-65.4% |
| Participant deferral / active EE | $3,977 | $6,249-36.4% | $5,565-28.5% | $3,739+6.4% |
| Admin fee / account holder | $25 | $72-64.9% | $7,540-99.7% | $102-75.2% |