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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,812 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$21,991 |
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 | $88,901 | $52,722+68.6% | $90,461-1.7% | $73,412+21.1% |
| Participation rate | 96.7% | 67.7%+29.0pp | 72.7%+24.0pp | 72.2%+24.5pp |
| Annual return | 21.30% | 20.70%+0.6pp | 1294.76%-1273.5pp | 59.30%-38.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,449 | $2,810+236.3% | $3,964+138.3% | $3,806+148.3% |
| Admin fee / account holder | -$37 | $117-131.7% | $5,617-100.7% | $158-123.4% |