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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 | $51,878-60.9% | $68,368-70.3% | $79,634-74.5% |
| Participation rate | 73.2% | 53.7%+19.5pp | 73.8%-0.5pp | 62.5%+10.7pp |
| Annual return | 16.90% | 137.43%-120.5pp | 292.57%-275.7pp | 36.46%-19.6pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,218 | $2,577+24.9% | $4,123-21.9% | $3,835-16.1% |
| Admin fee / account holder | $4 | $942-99.5% | $5,150-99.9% | $1,002-99.6% |