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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,059 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,779 | $115,744-15.5% | $100,392-2.6% | $199,960-51.1% |
| Participation rate | 77.3% | 85.7%-8.4pp | 81.5%-4.2pp | 72.0%+5.3pp |
| Annual return | 18.60% | 17.79%+0.8pp | 49.45%-30.9pp | 34.28%-15.7pp |
| Employer contribution / active EE | $2,124 | $3,657-41.9% | $3,941-46.1% | $3,036-30.0% |
| Participant deferral / active EE | $9,945 | $9,844+1.0% | $8,090+22.9% | $5,087+95.5% |
| Admin fee / account holder | $85 | $93-8.8% | $7,904-98.9% | $269-68.6% |