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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $29,921 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,768 | $47,180-24.2% | $149,723-76.1% | $74,473-52.0% |
| Participation rate | 87.7% | 63.4%+24.3pp | 78.8%+8.9pp | 70.7%+16.9pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.50%-116.2pp | 34.36%-16.0pp |
| Employer contribution / active EE | $2,064 | $1,907+8.2% | $4,821-57.2% | $2,638-21.8% |
| Participant deferral / active EE | $4,577 | $2,730+67.6% | $5,682-19.5% | $4,530+1.0% |
| Admin fee / account holder | $84 | $343-75.6% | $13,215-99.4% | $347-75.9% |