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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $288,362 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,732 |
Filed as: CLEAR INVESTMENT RESEARCH, LLC. Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $17,400 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,241 | $110,282+136.0% | $102,423+154.1% | $199,921+30.2% |
| Participation rate | 89.9% | 86.3%+3.6pp | 76.5%+13.4pp | 72.0%+17.8pp |
| Annual return | 17.40% | 35.75%-18.4pp | 29.42%-12.0pp | 34.28%-16.9pp |
| Employer contribution / active EE | $8,033 | $3,603+122.9% | $3,023+165.7% | $3,035+164.6% |
| Participant deferral / active EE | $12,178 | $6,376+91.0% | $5,054+140.9% | $5,089+139.3% |
| Admin fee / account holder | $105 | $122-14.1% | $9,455-98.9% | $269-61.0% |