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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$41,668 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,308 | $65,960+35.4% | $81,844+9.1% | $77,736+14.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 18.33% | 26.64%-8.3pp | 778.87%-760.5pp | 31.26%-12.9pp |
| Employer contribution / active EE | $6,809 | $2,375+186.7% | $2,916+133.5% | $2,728+149.6% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | -$52 | $526-109.8% | $7,355-100.7% | $433-112.0% |