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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,279 |
Service code 28 · EIN 13-3575636 | Investment Management | $176,688 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $171,467 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,396 | $110,258-24.4% | $102,460-18.6% | $200,096-58.3% |
| Participation rate | 96.5% | 86.3%+10.2pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 20.48% | 35.78%-15.3pp | 29.47%-9.0pp | 34.26%-13.8pp |
| Employer contribution / active EE | $4,888 | $3,605+35.6% | $3,025+61.6% | $3,038+60.9% |
| Participant deferral / active EE | $5,577 | $6,377-12.5% | $5,056+10.3% | $5,090+9.6% |
| Admin fee / account holder | $135 | $122+10.7% | $9,460-98.6% | $269-49.7% |