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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,425 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $46,332-47.1% | $143,797-82.9% | $64,824-62.2% |
| Participation rate | 99.7% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.2pp |
| Annual return | -15.23% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,170 | $1,911+13.5% | $4,952-56.2% | $2,507-13.4% |
| Participant deferral / active EE | $3,552 | $2,647+34.2% | $5,638-37.0% | $4,311-17.6% |
| Admin fee / account holder | $61 | $154-60.5% | $14,679-99.6% | $188-67.6% |