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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,185 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,423 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,996 | $65,960-34.8% | $81,882-47.5% | $77,762-44.7% |
| Participation rate | 76.4% | 65.8%+10.7pp | 72.4%+4.0pp | 70.6%+5.8pp |
| Annual return | 13.15% | 26.64%-13.5pp | 779.47%-766.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $821 | $2,375-65.4% | $2,916-71.8% | $2,728-69.9% |
| Participant deferral / active EE | $2,425 | $3,505-30.8% | $4,323-43.9% | $4,651-47.9% |
| Admin fee / account holder | $53 | $526-89.9% | $7,360-99.3% | $433-87.7% |