| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,633,561 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,835,087 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $480,647 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $209,070 |
ENTERPRISE BANK & TRUST2 years Filed as: FUTURE TECH ENTERPRISE INC. Service code 49 · EIN 11-3350196 | Other Services | $116,308 |
CHIPTON-ROSS10+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $113,035 |
CALLAN ASSOCIATES10+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $59,121 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $38,798 |
EPLUS TECHNOLOGY INC9 years Service code 49 · EIN 54-1904151 | Other Services | $16,036 |
ROPES & GRAY LLP7 years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $14,109 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,002 | $178,759+45.4% | $102,460+153.8% | $106,553+144.0% |
| Participation rate | 97.9% | 91.3%+6.6pp | 76.5%+21.4pp | 69.8%+28.1pp |
| Annual return | 12.93% | 17.23%-4.3pp | 29.47%-16.5pp | 17.37%-4.4pp |
| Employer contribution / active EE | $6,547 | $5,750+13.9% | $3,025+116.4% | $3,359+94.9% |
| Participant deferral / active EE | $14,107 | $9,466+49.0% | $5,056+179.0% | $5,562+153.6% |
| Admin fee / account holder | $77 | $62+23.6% | $9,460-99.2% | $80-3.6% |