| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $32,550 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $27,757 |
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $13,829 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,541 | $92,186-0.7% | $105,624-13.3% | $77,762+17.7% |
| Participation rate | 99.2% | 81.0%+18.2pp | 75.3%+23.9pp | 70.6%+28.6pp |
| Annual return | 7.87% | 17.83%-10.0pp | 116.20%-108.3pp | 31.27%-23.4pp |
| Employer contribution / active EE | $9,620 | $3,376+185.0% | $3,168+203.7% | $2,728+252.6% |
| Participant deferral / active EE | $7,910 | $5,395+46.6% | $5,013+57.8% | $4,651+70.1% |
| Admin fee / account holder | $137 | $219-37.3% | $10,961-98.7% | $433-68.3% |