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| Provider | Service type | Compensation |
|---|---|---|
MPCG7 years Service code 27 · EIN 27-3055407 | Advisory (Plan) | $20,833 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,593 |
ELLINGSON & ELLINGSON, LTD.8 years Service code 10 · EIN 41-1399624 | Accounting | $8,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,521 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,165 | $113,293-36.3% | $67,511+6.9% | $199,768-63.9% |
| Participation rate | 92.2% | 73.3%+18.9pp | 72.9%+19.3pp | 72.0%+20.2pp |
| Annual return | 14.55% | 15.88%-1.3pp | 3517.41%-3502.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $2,262 | $3,401-33.5% | $2,733-17.2% | $3,037-25.5% |
| Participant deferral / active EE | $7,781 | $4,159+87.1% | $4,000+94.5% | $5,090+52.9% |
| Admin fee / account holder | $13 | $103-87.2% | $3,999-99.7% | $269-95.1% |