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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,558 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,138 | $50,919+318.6% | $155,556+37.0% | $77,762+174.1% |
| Participation rate | 73.3% | 63.1%+10.2pp | 78.2%-5.0pp | 70.6%+2.7pp |
| Annual return | 13.12% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,457 | $1,991+23.4% | $4,675-47.4% | $2,728-9.9% |
| Participant deferral / active EE | $6,069 | $2,824+114.9% | $5,631+7.8% | $4,651+30.5% |
| Admin fee / account holder | $10 | $437-97.7% | $15,885-99.9% | $433-97.7% |