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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $142,707 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,449 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,033 |
CHIPTON-ROSS3 years Filed as: CHIPTON-ROSS INC Service code 13 · EIN 39-1341435 | Contract Administrator | $5,279 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,101 | $99,442+99.2% | $113,397+74.7% | $71,012+179.0% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.5%+18.6pp | 58.6%+36.5pp |
| Annual return | 13.60% | 17.93%-4.3pp | 23.20%-9.6pp | 37.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,977-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $104 | $535-80.6% | $11,957-99.1% | $1,167-91.1% |