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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $33,439 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,512 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,869 | $92,076+25.8% | $105,607+9.7% | $77,736+49.1% |
| Participation rate | 72.8% | 81.0%-8.2pp | 75.3%-2.5pp | 70.6%+2.2pp |
| Annual return | 28.65% | 17.84%+10.8pp | 116.11%-87.5pp | 31.26%-2.6pp |
| Employer contribution / active EE | $2,078 | $3,370-38.3% | $3,167-34.4% | $2,728-23.8% |
| Participant deferral / active EE | $5,475 | $5,390+1.6% | $5,011+9.3% | $4,651+17.7% |
| Admin fee / account holder | $231 | $219+5.5% | $10,958-97.9% | $433-46.7% |