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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,527 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,418 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,791 |
GOLDMAN SACHS5 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $8,873 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,340 | $106,264-49.8% | $147,117-63.7% | $77,762-31.4% |
| Participation rate | 78.9% | 78.4%+0.5pp | 82.2%-3.2pp | 70.6%+8.3pp |
| Annual return | 18.49% | 56.94%-38.4pp | 420.54%-402.0pp | 31.27%-12.8pp |
| Employer contribution / active EE | $639 | $4,074-84.3% | $4,932-87.0% | $2,728-76.6% |
| Participant deferral / active EE | $5,856 | $8,003-26.8% | $8,065-27.4% | $4,651+25.9% |
| Admin fee / account holder | $139 | $334-58.5% | $12,993-98.9% | $433-67.9% |