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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,812 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,961 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,380 | $79,184+139.2% | $102,438+84.9% | $74,546+154.0% |
| Participation rate | 95.2% | 74.8%+20.5pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 15.07% | 54.95%-39.9pp | 29.37%-14.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $3,659 | $2,362+54.9% | $3,024+21.0% | $2,624+39.4% |
| Participant deferral / active EE | $6,767 | $4,414+53.3% | $5,054+33.9% | $4,347+55.7% |
| Admin fee / account holder | $84 | $2,001-95.8% | $9,448-99.1% | $1,944-95.7% |