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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 | $93,351-32.1% | $62,929+0.7% | $79,634-20.4% |
| Participation rate | 91.0% | 74.6%+16.4pp | 73.1%+17.9pp | 62.5%+28.5pp |
| Annual return | 13.15% | 14.37%-1.2pp | 1063.93%-1050.8pp | 36.46%-23.3pp |
| Employer contribution / active EE | $5,702 | $3,135+81.9% | $2,505+127.7% | $2,529+125.5% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $10 | $229-95.8% | $5,065-99.8% | $1,002-99.0% |