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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,309 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $43,333 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,065 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,354 | $106,230+14.2% | $147,080-17.5% | $77,736+56.1% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 14.62% | 56.91%-42.3pp | 420.17%-405.5pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,886 | $4,072-29.1% | $4,933-41.5% | $2,728+5.8% |
| Participant deferral / active EE | $12,007 | $8,001+50.1% | $8,066+48.9% | $4,651+158.2% |
| Admin fee / account holder | $213 | $338-37.0% | $12,989-98.4% | $433-50.8% |