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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,336 |
THOMAS JUDY & TUCKER PA3 years Filed as: THOMAS, JUDY & TUCKER, P.A. Service code 10 · EIN 56-1965804 | Accounting | $24,750 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,560 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $13,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,544 | $89,093+83.6% | $102,434+59.7% | $77,736+110.4% |
| Participation rate | 88.9% | 80.9%+8.0pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 19.63% | 25.03%-5.4pp | 29.46%-9.8pp | 31.26%-11.6pp |
| Employer contribution / active EE | $2 | $2,699-99.9% | $3,023-99.9% | $2,728-99.9% |
| Participant deferral / active EE | $5,380 | $5,147+4.5% | $5,055+6.4% | $4,651+15.7% |
| Admin fee / account holder | $119 | $236-49.5% | $9,462-98.7% | $433-72.5% |