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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $46,130 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $21,735 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,746 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,465 | $89,438+3.4% | $164,928-43.9% | $77,692+19.0% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.2pp |
| Annual return | 13.54% | 28.82%-15.3pp | 70.08%-56.5pp | 31.25%-17.7pp |
| Employer contribution / active EE | $6,358 | $2,567+147.7% | $4,343+46.4% | $2,726+133.2% |
| Participant deferral / active EE | $9,717 | $4,901+98.3% | $6,034+61.1% | $4,648+109.0% |
| Admin fee / account holder | $189 | $340-44.4% | $12,684-98.5% | $431-56.1% |