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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 | $86,795-27.0% | $67,681-6.3% | $64,728-2.1% |
| Participation rate | 91.0% | 71.7%+19.3pp | 73.7%+17.3pp | 57.9%+33.1pp |
| Annual return | 13.15% | 12.58%+0.6pp | 590.58%-577.4pp | 49.38%-36.2pp |
| Employer contribution / active EE | $5,702 | $2,837+101.0% | $2,678+112.9% | $2,243+154.3% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $10 | $238-95.9% | $6,100-99.8% | $1,145-99.2% |