| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,577 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $28,390 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,682 | $71,957+123.3% | $67,652+137.5% | $59,188+171.5% |
| Participation rate | 97.2% | 82.7%+14.6pp | 75.7%+21.6pp | 69.4%+27.8pp |
| Annual return | 1.65% | 8.53%-6.9pp | 6625.40%-6623.7pp | 5.51%-3.9pp |
| Employer contribution / active EE | $3,954 | $2,432+62.6% | $2,266+74.5% | $2,098+88.5% |
| Participant deferral / active EE | $8,636 | $4,211+105.1% | $3,560+142.6% | $3,265+164.5% |
| Admin fee / account holder | $50 | $64-22.3% | $4,821-99.0% | $92-45.9% |