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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,158 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,849 | $88,137+110.9% | $164,975+12.7% | $74,429+149.7% |
| Participation rate | 79.7% | 73.1%+6.6pp | 78.6%+1.1pp | 67.2%+12.5pp |
| Annual return | 17.44% | 17.13%+0.3pp | 70.12%-52.7pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $3,427 | $2,597+31.9% | $4,343-21.1% | $2,625+30.6% |
| Participant deferral / active EE | $12,878 | $4,501+186.1% | $6,033+113.4% | $4,348+196.2% |
| Admin fee / account holder | $72 | $2,231-96.8% | $12,688-99.4% | $1,944-96.3% |