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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 | $69,255+193.7% | $126,068+61.4% | $69,255+193.7% |
| Participation rate | 93.6% | 69.0%+24.5pp | 84.7%+8.9pp | 69.0%+24.5pp |
| Annual return | 15.57% | 26.73%-11.2pp | 15.01%+0.6pp | 26.73%-11.2pp |
| Employer contribution / active EE | $3,602 | $2,645+36.2% | $3,968-9.2% | $2,645+36.2% |
| Participant deferral / active EE | $12,271 | $2,890+324.6% | $8,214+49.4% | $2,890+324.6% |
| Admin fee / account holder | $81 | $733-88.9% | $18,264-99.6% | $733-88.9% |