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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $67,625 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $39,972 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,718 |
BIGGSKOFFORD2 years Filed as: BIGGSKOFFORD CPAS Service code 10 · EIN 84-0884124 | Accounting | $13,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,649 | $55,694-0.1% | $81,882-32.0% | $200,096-72.2% |
| Participation rate | 81.5% | 62.7%+18.9pp | 72.4%+9.1pp | 72.0%+9.5pp |
| Annual return | 16.35% | 19.59%-3.2pp | 779.47%-763.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $1,807 | $2,114-14.5% | $2,916-38.0% | $3,038-40.5% |
| Participant deferral / active EE | $2,562 | $3,299-22.3% | $4,323-40.7% | $5,090-49.7% |
| Admin fee / account holder | $67 | $348-80.8% | $7,360-99.1% | $269-75.2% |