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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,964 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,204 | $55,437+77.1% | $155,534-36.9% | $74,459+31.9% |
| Participation rate | 90.3% | 61.9%+28.4pp | 78.2%+12.1pp | 67.2%+23.0pp |
| Annual return | 16.11% | 269.58%-253.5pp | 64.92%-48.8pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $2,985 | $2,266+31.7% | $4,675-36.1% | $2,626+13.7% |
| Participant deferral / active EE | $5,459 | $2,837+92.4% | $5,630-3.1% | $4,350+25.5% |
| Admin fee / account holder | $30 | $1,742-98.3% | $15,900-99.8% | $1,945-98.5% |