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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,537 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,384 | $83,575-24.2% | $66,439-4.6% | $65,191-2.8% |
| Participation rate | 91.0% | 71.6%+19.4pp | 74.5%+16.5pp | 63.0%+28.0pp |
| Annual return | 13.15% | 12.38%+0.8pp | 757.66%-744.5pp | 51.24%-38.1pp |
| Employer contribution / active EE | $5,702 | $2,903+96.5% | $2,637+116.3% | $2,400+137.6% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $10 | $234-95.9% | $6,173-99.8% | $907-98.9% |