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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,252 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$56,927 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,538 | $47,766+58.1% | $82,744-8.7% | $64,819+16.5% |
| Participation rate | 92.4% | 67.7%+24.7pp | 72.6%+19.8pp | 71.5%+20.9pp |
| Annual return | -19.52% | -13.06%-6.5pp | 702.22%-721.7pp | 32.84%-52.4pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $9,253 | $3,332+177.7% | $4,395+110.6% | $4,311+114.7% |
| Admin fee / account holder | -$89 | $143-162.6% | $5,325-101.7% | $188-147.6% |