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| Provider | Service type | Compensation |
|---|---|---|
TANNER LLC8 years Service code 10 · EIN 20-2253063 | Accounting | $19,530 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,633 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,025 | $89,093-7.9% | $102,434-19.9% | $77,736+5.5% |
| Participation rate | 58.8% | 80.9%-22.1pp | 76.5%-17.7pp | 70.6%-11.8pp |
| Annual return | 15.89% | 25.03%-9.1pp | 29.46%-13.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $1,481 | $2,699-45.2% | $3,023-51.0% | $2,728-45.7% |
| Participant deferral / active EE | $5,545 | $5,147+7.7% | $5,055+9.7% | $4,651+19.2% |
| Admin fee / account holder | $77 | $236-67.2% | $9,462-99.2% | $433-82.2% |