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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $51,472 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 73 · EIN 22-1211670 | Other insurance fees and expenses | $48,850 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,833 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $38,230 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,989 | $95,438+279.3% | $135,998+166.2% | $74,478+386.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.03% | 32.61%-12.6pp | 68.37%-48.3pp | 34.37%-14.3pp |
| Employer contribution / active EE | $7,827 | $3,878+101.8% | $4,860+61.1% | $2,637+196.9% |
| Participant deferral / active EE | $20,267 | $7,790+160.1% | $7,761+161.1% | $4,530+347.4% |
| Admin fee / account holder | $107 | $259-58.5% | $10,769-99.0% | $347-69.1% |