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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,007 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,979 | $50,919+269.2% | $155,556+20.8% | $77,762+141.7% |
| Participation rate | 66.0% | 63.1%+2.9pp | 78.2%-12.2pp | 70.6%-4.6pp |
| Annual return | 14.82% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,717 | $1,991-13.8% | $4,675-63.3% | $2,728-37.1% |
| Participant deferral / active EE | $4,107 | $2,824+45.4% | $5,631-27.1% | $4,651-11.7% |
| Admin fee / account holder | -$30 | $437-106.8% | $15,885-100.2% | $433-106.9% |