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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $181,987 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,021 |
Service code 28 · EIN 13-3575636 | Investment Management | $73,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,108 | $104,544-23.4% | $96,564-17.0% | $80,187-0.1% |
| Participation rate | 96.0% | 86.4%+9.6pp | 76.0%+20.0pp | 72.9%+23.0pp |
| Annual return | 20.36% | 21.79%-1.4pp | 25.89%-5.5pp | 40.40%-20.0pp |
| Employer contribution / active EE | $4,828 | $3,527+36.9% | $2,967+62.7% | $2,980+62.0% |
| Participant deferral / active EE | $5,457 | $6,170-11.6% | $4,852+12.5% | $5,016+8.8% |
| Admin fee / account holder | $119 | $107+11.5% | $8,256-98.6% | $145-17.8% |