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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $29,945 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,784 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,538 | $183,592-48.0% | $155,574-38.6% | $145,877-34.5% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 14.12% | 61.37%-47.3pp | 64.87%-50.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $96,005 | $5,317+1705.7% | $4,676+1953.3% | $4,663+1958.9% |
| Participant deferral / active EE | $208,263 | $6,466+3120.9% | $5,629+3599.6% | $6,691+3012.8% |
| Admin fee / account holder | $151 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |