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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $72,467 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,898 | $89,093-28.3% | $102,434-37.6% | $77,736-17.8% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 17.71% | 25.03%-7.3pp | 29.46%-11.7pp | 31.26%-13.5pp |
| Employer contribution / active EE | $2,969 | $2,699+10.0% | $3,023-1.8% | $2,728+8.9% |
| Participant deferral / active EE | $4,618 | $5,147-10.3% | $5,055-8.6% | $4,651-0.7% |
| Admin fee / account holder | $117 | $236-50.5% | $9,462-98.8% | $433-73.1% |