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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,637 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $495 |
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 | $66,430 | $46,100+44.1% | $86,582-23.3% | $69,631-4.6% |
| Participation rate | 94.4% | 67.2%+27.3pp | 73.5%+20.9pp | 70.7%+23.8pp |
| Annual return | 22.64% | 21.02%+1.6pp | 965.08%-942.4pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,368 | $2,432+203.0% | $3,609+104.2% | $3,224+128.5% |
| Admin fee / account holder | $9 | $94-90.4% | $4,904-99.8% | $110-91.8% |