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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,750 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,313 | $49,468-18.5% | $150,298-73.2% | $103,975-61.2% |
| Participation rate | 93.6% | 58.1%+35.5pp | 77.8%+15.9pp | 72.5%+21.1pp |
| Annual return | 19.65% | 38.98%-19.3pp | 62.79%-43.1pp | 19.41%+0.2pp |
| Employer contribution / active EE | $1,730 | $1,670+3.6% | $4,154-58.3% | $3,722-53.5% |
| Participant deferral / active EE | $4,514 | $2,650+70.3% | $5,453-17.2% | $5,343-15.5% |
| Admin fee / account holder | $104 | $385-73.0% | $14,116-99.3% | $332-68.7% |