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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,153 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$20,761 |
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 | $88,984 | $52,722+68.8% | $90,430-1.6% | $73,412+21.2% |
| Participation rate | 91.1% | 67.7%+23.4pp | 72.7%+18.4pp | 72.2%+18.9pp |
| Annual return | 21.98% | 20.70%+1.3pp | 1293.73%-1271.7pp | 59.30%-37.3pp |
| Employer contribution / active EE | $6,857 | $1,872+266.4% | $3,262+110.2% | $2,234+207.0% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,963-100.0% | $3,806-100.0% |
| Admin fee / account holder | -$37 | $117-131.6% | $5,613-100.7% | $158-123.4% |