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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,163 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,702 | $39,859+34.7% | $78,676-31.7% | $57,658-6.9% |
| Participation rate | 87.9% | 66.1%+21.8pp | 73.6%+14.4pp | 70.2%+17.7pp |
| Annual return | 5.79% | 18.96%-13.2pp | 62.19%-56.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $5,654 | $1,786+216.6% | $2,850+98.4% | $1,974+186.5% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $76-88.9% | $4,510-99.8% | $95-91.1% |