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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,225 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW, KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,385 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $10,335 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
BAKER TILLY US, LLP6+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,986 | $78,781+54.8% | $100,540+21.3% | $73,415+66.2% |
| Participation rate | 88.3% | 80.0%+8.2pp | 79.4%+8.8pp | 72.2%+16.1pp |
| Annual return | 15.05% | 31.69%-16.6pp | 30.90%-15.8pp | 59.30%-44.2pp |
| Employer contribution / active EE | $967 | $2,420-60.0% | $3,419-71.7% | $2,234-56.7% |
| Participant deferral / active EE | $4,810 | $6,537-26.4% | $6,272-23.3% | $3,806+26.4% |
| Admin fee / account holder | $28 | $145-80.7% | $8,082-99.7% | $158-82.3% |