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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $313,869 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,284 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $567,183 | $53,254+965.1% | $155,574+264.6% | $199,921+183.7% |
| Participation rate | 94.1% | 64.1%+30.0pp | 78.2%+15.9pp | 72.0%+22.1pp |
| Annual return | 15.17% | 41.18%-26.0pp | 64.87%-49.7pp | 34.28%-19.1pp |
| Employer contribution / active EE | $36,766 | $1,848+1889.7% | $4,676+686.3% | $3,035+1111.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $142 | $186-23.6% | $15,914-99.1% | $269-47.3% |