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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,866 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,595 | $41,016+169.6% | $152,093-27.3% | $64,097+72.5% |
| Participation rate | 95.6% | 51.3%+44.2pp | 77.8%+17.8pp | 55.2%+40.4pp |
| Annual return | 19.02% | 39.60%-20.6pp | 66.36%-47.3pp | 34.64%-15.6pp |
| Employer contribution / active EE | $3,051 | $1,342+127.3% | $4,175-26.9% | $1,891+61.3% |
| Participant deferral / active EE | $5,737 | $1,927+197.6% | $5,451+5.2% | $3,080+86.3% |
| Admin fee / account holder | -$6 | $2,305-100.2% | $14,497-100.0% | $3,454-100.2% |