| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $14,094 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,486 |
Filed as: JPMORGAN MID CAP VALUE FUND Service code 27 1111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Advisory (Plan) | $5,274 |
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 | $58,219 | $66,486-12.4% | $81,370-28.5% | $77,762-25.1% |
| Participation rate | 52.7% | 68.7%-16.0pp | 69.5%-16.8pp | 70.6%-17.9pp |
| Annual return | 13.45% | 15.95%-2.5pp | 24.85%-11.4pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,036 | $2,158-52.0% | $2,464-57.9% | $2,728-62.0% |
| Participant deferral / active EE | $2,289 | $3,677-37.7% | $3,885-41.1% | $4,651-50.8% |
| Admin fee / account holder | $38 | $586-93.5% | $5,749-99.3% | $433-91.2% |