| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 27 · EIN 04-3532603 | Advisory (Plan) | $110,916 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,301 |
Filed as: PRICEWATERHOUSE COOPERS, LLP Service code 27 · EIN 13-4008324 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,249 |
TIAA1 year Filed as: TIAA-CREF Service code 27 · EIN 13-1624203 | Advisory (Plan) | $5,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,242 | $113,568+39.3% | $67,560+134.2% | $200,096-20.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 13.63% | 15.88%-2.3pp | 3533.50%-3519.9pp | 34.26%-20.6pp |
| Employer contribution / active EE | $7,472 | $3,409+119.2% | $2,737+173.0% | $3,038+146.0% |
| Participant deferral / active EE | $7,598 | $4,163+82.5% | $4,004+89.8% | $5,090+49.3% |
| Admin fee / account holder | $36 | $102-64.7% | $3,994-99.1% | $269-86.6% |