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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,895 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,632 | $89,465+144.4% | $165,071+32.4% | $77,736+181.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.4pp |
| Annual return | 19.37% | 28.86%-9.5pp | 70.17%-50.8pp | 31.26%-11.9pp |
| Employer contribution / active EE | $837 | $2,565-67.4% | $4,347-80.8% | $2,728-69.3% |
| Participant deferral / active EE | $6,378 | $4,904+30.1% | $6,035+5.7% | $4,651+37.2% |
| Admin fee / account holder | -$104 | $340-130.5% | $12,695-100.8% | $433-123.9% |