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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,496 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,637 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,674 | $78,483+76.7% | $106,201+30.6% | $74,546+86.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.75% | 15.94%-3.2pp | 116.26%-103.5pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $8,124 | $2,522+222.2% | $3,170+156.3% | $2,624+209.6% |
| Participant deferral / active EE | $8,601 | $4,320+99.1% | $5,012+71.6% | $4,347+97.8% |
| Admin fee / account holder | $234 | $2,236-89.5% | $11,039-97.9% | $1,944-87.9% |