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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,336 |
THOMAS BEAL3 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 | $88,982+83.8% | $102,438+59.7% | $77,671+110.6% |
| Participation rate | 88.9% | 80.9%+8.0pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 19.63% | 25.01%-5.4pp | 29.37%-9.7pp | 31.21%-11.6pp |
| Employer contribution / active EE | $2 | $2,698-99.9% | $3,024-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $5,380 | $5,144+4.6% | $5,054+6.5% | $4,648+15.7% |
| Admin fee / account holder | $119 | $236-49.4% | $9,448-98.7% | $430-72.3% |