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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $358,706 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,704 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $37,500 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,124 | $241,850-80.9% | $102,437-55.0% | $200,096-76.9% |
| Participation rate | 83.2% | 78.3%+4.9pp | 74.5%+8.7pp | 72.0%+11.2pp |
| Annual return | 12.43% | 17.67%-5.2pp | 24.95%-12.5pp | 34.26%-21.8pp |
| Employer contribution / active EE | $2,490 | $4,253-41.4% | $3,871-35.7% | $3,038-18.0% |
| Participant deferral / active EE | $5,220 | $3,961+31.8% | $5,060+3.2% | $5,090+2.6% |
| Admin fee / account holder | $92 | $288-68.0% | $8,388-98.9% | $269-65.8% |