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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,120 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,587 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,494 | $2,687,218-96.9% | $165,071-50.0% | $199,960-58.7% |
| Participation rate | 94.1% | 78.3%+15.9pp | 78.6%+15.5pp | 72.0%+22.1pp |
| Annual return | 13.97% | 17.94%-4.0pp | 70.17%-56.2pp | 34.28%-20.3pp |
| Employer contribution / active EE | $2,691 | $2,958-9.0% | $4,347-38.1% | $3,036-11.4% |
| Participant deferral / active EE | $8,072 | $5,002+61.4% | $6,035+33.7% | $5,087+58.7% |
| Admin fee / account holder | $94 | $1,988-95.3% | $12,695-99.3% | $269-65.1% |