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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,089 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,583 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,137 | $88,122+203.1% | $141,197+89.2% | $67,582+295.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.84% | 75.40%-52.6pp | 71.41%-48.6pp | 378.57%-355.7pp |
| Employer contribution / active EE | $10,472 | $3,224+224.8% | $4,736+121.1% | $2,148+387.6% |
| Participant deferral / active EE | $9,116 | $5,958+53.0% | $6,710+35.8% | $3,539+157.5% |
| Admin fee / account holder | $71 | $131-45.7% | $10,265-99.3% | $142-50.1% |