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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,764 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$15,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,879 | $58,344+72.9% | $98,477+2.4% | $86,813+16.2% |
| Participation rate | 93.9% | 68.4%+25.5pp | 73.3%+20.6pp | 72.3%+21.6pp |
| Annual return | 17.50% | 43.47%-26.0pp | 1493.59%-1476.1pp | 97.93%-80.4pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $10,071 | $3,156+219.1% | $4,276+135.5% | $4,131+143.8% |
| Admin fee / account holder | -$17 | $138-112.1% | $5,951-100.3% | $170-109.8% |