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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 | $88,203+110.7% | $165,100+12.6% | $74,478+149.5% |
| Participation rate | 79.7% | 73.1%+6.6pp | 78.6%+1.1pp | 67.2%+12.5pp |
| Annual return | 17.44% | 17.13%+0.3pp | 70.21%-52.8pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $3,427 | $2,601+31.8% | $4,348-21.2% | $2,626+30.5% |
| Participant deferral / active EE | $12,878 | $4,505+185.9% | $6,035+113.4% | $4,350+196.0% |
| Admin fee / account holder | $72 | $2,235-96.8% | $12,696-99.4% | $1,946-96.3% |