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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,967 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,340 | $110,483-24.6% | $145,433-42.7% | $79,634+4.7% |
| Participation rate | 84.2% | 71.1%+13.1pp | 82.1%+2.1pp | 62.5%+21.7pp |
| Annual return | 17.37% | 24.62%-7.3pp | 66.58%-49.2pp | 36.46%-19.1pp |
| Employer contribution / active EE | $3,004 | $4,053-25.9% | $4,554-34.0% | $2,529+18.8% |
| Participant deferral / active EE | $5,989 | $7,216-17.0% | $7,897-24.2% | $3,835+56.2% |
| Admin fee / account holder | $17 | $680-97.5% | $13,129-99.9% | $1,002-98.3% |