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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 | $49,796-59.3% | $136,867-85.2% | $69,255-70.7% |
| Participation rate | 73.2% | 62.1%+11.2pp | 74.5%-1.3pp | 69.0%+4.2pp |
| Annual return | 16.90% | 12.45%+4.4pp | 42.97%-26.1pp | 26.73%-9.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,547-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $3,218 | $2,062+56.1% | $4,924-34.6% | $2,890+11.3% |
| Admin fee / account holder | $4 | $484-99.1% | $10,340-100.0% | $733-99.4% |