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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 | $89,093+13.4% | $102,434-1.4% | $77,736+29.9% |
| Participation rate | 85.5% | 80.9%+4.6pp | 76.5%+9.0pp | 70.6%+14.9pp |
| Annual return | 18.06% | 25.03%-7.0pp | 29.46%-11.4pp | 31.26%-13.2pp |
| Employer contribution / active EE | $1,977 | $2,699-26.8% | $3,023-34.6% | $2,728-27.5% |
| Participant deferral / active EE | $6,223 | $5,147+20.9% | $5,055+23.1% | $4,651+33.8% |
| Admin fee / account holder | $93 | $236-60.6% | $9,462-99.0% | $433-78.6% |