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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,150 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,223 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,004 | $88,982+13.5% | $102,438-1.4% | $77,671+30.0% |
| Participation rate | 85.5% | 80.9%+4.6pp | 76.5%+9.0pp | 70.6%+14.9pp |
| Annual return | 18.06% | 25.01%-7.0pp | 29.37%-11.3pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,977 | $2,698-26.7% | $3,024-34.6% | $2,726-27.5% |
| Participant deferral / active EE | $6,223 | $5,144+21.0% | $5,054+23.1% | $4,648+33.9% |
| Admin fee / account holder | $93 | $236-60.6% | $9,448-99.0% | $430-78.4% |