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| Provider | Service type | Compensation |
|---|---|---|
MILLER COOPER & CO LTD1 year Service code 10 · EIN 36-2897372 | Accounting | $100,650 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,662 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,412 | $64,728+214.3% | $102,184+99.1% | $64,728+214.3% |
| Participation rate | 93.6% | 57.9%+35.7pp | 82.6%+11.0pp | 57.9%+35.7pp |
| Annual return | 15.57% | 49.38%-33.8pp | 31.58%-16.0pp | 49.38%-33.8pp |
| Employer contribution / active EE | $3,602 | $2,243+60.6% | $3,594+0.2% | $2,243+60.6% |
| Participant deferral / active EE | $12,271 | $2,729+349.6% | $8,309+47.7% | $2,729+349.6% |
| Admin fee / account holder | $81 | $1,145-92.9% | $11,609-99.3% | $1,145-92.9% |