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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,235 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,401 | $89,588+90.2% | $133,698+27.5% | $77,762+119.1% |
| Participation rate | 88.2% | 74.3%+13.9pp | 76.4%+11.8pp | 70.6%+17.6pp |
| Annual return | 14.51% | 17.42%-2.9pp | 580.90%-566.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $5,233 | $3,491+49.9% | $4,218+24.1% | $2,728+91.8% |
| Participant deferral / active EE | $14,303 | $5,592+155.8% | $7,016+103.9% | $4,651+207.5% |
| Admin fee / account holder | $155 | $539-71.2% | $6,703-97.7% | $433-64.1% |