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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,587 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 37 · EIN 04-2647786 | Loan Processing | $70,362 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,257 | $130,052+9.4% | $86,717+64.0% | $77,906+82.6% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -15.49% | -12.73%-2.8pp | 35.97%-51.5pp | 12.16%-27.7pp |
| Employer contribution / active EE | $5,658 | $3,214+76.0% | $2,837+99.4% | $2,846+98.8% |
| Participant deferral / active EE | $7,697 | $5,741+34.1% | $4,657+65.3% | $4,805+60.2% |
| Admin fee / account holder | $78 | $132-41.1% | $7,494-99.0% | $133-41.4% |