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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,728 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$45,535 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,521 | $89,067+25.2% | $102,423+8.9% | $77,714+43.5% |
| Participation rate | 86.6% | 80.9%+5.7pp | 76.5%+10.1pp | 70.6%+16.0pp |
| Annual return | 18.41% | 25.01%-6.6pp | 29.42%-11.0pp | 31.26%-12.8pp |
| Employer contribution / active EE | $3,001 | $2,699+11.2% | $3,023-0.7% | $2,727+10.1% |
| Participant deferral / active EE | $5,768 | $5,147+12.1% | $5,054+14.1% | $4,649+24.1% |
| Admin fee / account holder | -$64 | $236-127.3% | $9,455-100.7% | $433-114.9% |