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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,861 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,284 | $44,206-54.1% | $94,057-78.4% | $64,728-68.7% |
| Participation rate | 73.2% | 51.0%+22.2pp | 73.3%-0.1pp | 57.9%+15.3pp |
| Annual return | 16.90% | 259.42%-242.5pp | 480.62%-463.7pp | 49.38%-32.5pp |
| Employer contribution / active EE | $0 | $1,635-100.0% | $2,933-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $3,218 | $1,902+69.2% | $4,709-31.7% | $2,729+17.9% |
| Admin fee / account holder | $4 | $1,230-99.6% | $7,244-99.9% | $1,145-99.6% |