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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,675 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161 |
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 | $62,827 | $46,100+36.3% | $86,582-27.4% | $69,631-9.8% |
| Participation rate | 89.9% | 67.2%+22.7pp | 73.5%+16.4pp | 70.7%+19.2pp |
| Annual return | 21.12% | 21.02%+0.1pp | 965.08%-944.0pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $6,135 | $1,850+231.7% | $2,839+116.1% | $2,032+201.9% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $8 | $94-91.2% | $4,904-99.8% | $110-92.5% |