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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 | $50,820+319.4% | $155,567+37.0% | $77,671+174.4% |
| Participation rate | 73.3% | 63.1%+10.1pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 13.12% | 34.85%-21.7pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,457 | $1,993+23.3% | $4,674-47.4% | $2,726-9.9% |
| Participant deferral / active EE | $6,069 | $2,823+115.0% | $5,628+7.8% | $4,648+30.6% |
| Admin fee / account holder | $10 | $436-97.7% | $15,916-99.9% | $430-97.6% |