| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,766,430 |
Filed as: FIDELITY INVEST INST OPR CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,728,846 |
HEWITT ASSOCIATES LLC1 year Filed as: AONHEWITT ASSOCIATES LLC Service code 16 · EIN 36-2235791 | Consulting | $33,487 |
CALLAN ASSOCIATES1 year Service code 16 · EIN 94-2192581 | Consulting | $31,250 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $30,100 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $24,100 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $20,871 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 27 · EIN 82-1061233 | Advisory (Plan) | $5,251 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,155 | $127,796-14.6% | $76,768+42.2% | $73,367+48.8% |
| Participation rate | 92.0% | 88.2%+3.8pp | 77.0%+15.0pp | 69.5%+22.5pp |
| Annual return | -6.09% | -2.31%-3.8pp | 2.43%-8.5pp | 173.45%-179.5pp |
| Employer contribution / active EE | $5,112 | $3,931+30.1% | $2,485+105.7% | $2,499+104.6% |
| Participant deferral / active EE | $6,618 | $6,924-4.4% | $3,852+71.8% | $4,033+64.1% |
| Admin fee / account holder | $85 | $66+28.6% | $6,676-98.7% | $68+24.9% |