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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,611 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $49,933 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,332 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,387 | $110,258-67.0% | $102,460-64.5% | $200,096-81.8% |
| Participation rate | 88.8% | 86.3%+2.5pp | 76.5%+12.3pp | 72.0%+16.8pp |
| Annual return | 27.91% | 35.78%-7.9pp | 29.47%-1.6pp | 34.26%-6.4pp |
| Employer contribution / active EE | $1,880 | $3,605-47.8% | $3,025-37.9% | $3,038-38.1% |
| Participant deferral / active EE | $4,577 | $6,377-28.2% | $5,056-9.5% | $5,090-10.1% |
| Admin fee / account holder | $48 | $122-60.5% | $9,460-99.5% | $269-82.1% |