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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 | $122,063+71.9% | $184,256+13.9% | $74,478+181.7% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 15.84% | 19.92%-4.1pp | 28.85%-13.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $5,935 | $4,539+30.7% | $6,427-7.7% | $2,626+126.0% |
| Participant deferral / active EE | $7,060 | $7,144-1.2% | $9,133-22.7% | $4,350+62.3% |
| Admin fee / account holder | $194 | $1,253-84.5% | $13,899-98.6% | $1,946-90.0% |