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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,013 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,821 | $122,239+71.6% | $184,200+13.9% | $74,546+181.5% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 15.84% | 19.95%-4.1pp | 28.80%-13.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $5,935 | $4,537+30.8% | $6,424-7.6% | $2,624+126.1% |
| Participant deferral / active EE | $7,060 | $7,139-1.1% | $9,132-22.7% | $4,347+62.4% |
| Admin fee / account holder | $194 | $1,260-84.6% | $13,907-98.6% | $1,944-90.0% |