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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
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 | $47,927 | $38,925+23.1% | $73,836-35.1% | $55,191-13.2% |
| Participation rate | 94.8% | 66.0%+28.8pp | 73.4%+21.4pp | 69.2%+25.7pp |
| Annual return | 1.26% | 6.31%-5.1pp | 2268.06%-2266.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,419 | $2,351+173.0% | $3,583+79.1% | $3,046+110.7% |
| Admin fee / account holder | $6 | $83-92.9% | $4,882-99.9% | $91-93.5% |