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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 | $101,653+74.9% | $147,080+20.9% | $74,459+138.7% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 14.90% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $5,282 | $3,813+38.5% | $4,933+7.1% | $2,626+101.2% |
| Participant deferral / active EE | $10,503 | $7,304+43.8% | $8,066+30.2% | $4,350+141.5% |
| Admin fee / account holder | -$38 | $1,752-102.2% | $12,989-100.3% | $1,945-102.0% |