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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,234 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,859 | $51,092+124.8% | $76,735+49.7% | $79,634+44.2% |
| Participation rate | 90.3% | 50.2%+40.1pp | 69.5%+20.8pp | 62.5%+27.8pp |
| Annual return | 14.43% | 18.04%-3.6pp | 29.77%-15.3pp | 36.46%-22.0pp |
| Employer contribution / active EE | $1,056 | $1,519-30.5% | $2,454-57.0% | $2,529-58.2% |
| Participant deferral / active EE | $8,996 | $2,529+255.7% | $4,088+120.1% | $3,835+134.6% |
| Admin fee / account holder | $63 | $1,865-96.6% | $7,189-99.1% | $1,002-93.7% |