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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,498 |
Filed as: ALLIANT RETIRMENT SERVICES LLC Service code 16 PO BOX 8344 · PASADENA, CA 91109 | Consulting | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,761 | $101,539+75.1% | $147,041+20.9% | $74,400+138.9% |
| Participation rate | 89.7% | 75.5%+14.2pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 14.90% | 8740.84%-8725.9pp | 419.21%-404.3pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $5,282 | $3,811+38.6% | $4,935+7.0% | $2,624+101.3% |
| Participant deferral / active EE | $10,503 | $7,304+43.8% | $8,071+30.1% | $4,348+141.6% |
| Admin fee / account holder | -$38 | $1,749-102.2% | $13,006-100.3% | $1,944-102.0% |