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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $67,954 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,960 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,750 | $90,064+110.7% | $100,378+89.0% | $77,714+144.2% |
| Participation rate | 71.3% | 81.3%-9.9pp | 81.5%-10.2pp | 70.6%+0.8pp |
| Annual return | 16.11% | 20.61%-4.5pp | 49.41%-33.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $5,720 | $3,043+87.9% | $3,942+45.1% | $2,727+109.8% |
| Participant deferral / active EE | $14,249 | $8,282+72.0% | $8,087+76.2% | $4,649+206.5% |
| Admin fee / account holder | $94 | $172-45.4% | $7,899-98.8% | $433-78.3% |