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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $235,849 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $52,827 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $22,400 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,300 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $11,733 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $3,259 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $2,000 |
VERRILL DANA LLP2+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,068 | $59,312+154.7% | $149,740+0.9% | $103,657+45.7% |
| Participation rate | 88.3% | 70.3%+18.1pp | 78.8%+9.6pp | 73.4%+15.0pp |
| Annual return | 17.74% | 78.03%-60.3pp | 134.51%-116.8pp | 33.13%-15.4pp |
| Employer contribution / active EE | $5,938 | $2,187+171.5% | $4,821+23.2% | $3,216+84.7% |
| Participant deferral / active EE | $6,475 | $3,719+74.1% | $5,683+13.9% | $5,218+24.1% |
| Admin fee / account holder | $35 | $103-66.1% | $13,222-99.7% | $114-69.5% |