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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,597 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$59,779 |
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 | $257,931 | $89,465+188.3% | $165,100+56.2% | $77,762+231.7% |
| Participation rate | 98.5% | 78.6%+19.8pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 19.82% | 28.86%-9.0pp | 70.21%-50.4pp | 31.27%-11.4pp |
| Employer contribution / active EE | $4,237 | $2,565+65.2% | $4,348-2.5% | $2,728+55.3% |
| Participant deferral / active EE | $11,268 | $4,904+129.8% | $6,035+86.7% | $4,651+142.3% |
| Admin fee / account holder | -$60 | $340-117.8% | $12,696-100.5% | $433-113.9% |