| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,877 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $11,750 |
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 | $59,031 | $66,621-11.4% | $86,645-31.9% | $86,828-32.0% |
| Participation rate | 52.9% | 72.3%-19.5pp | 71.7%-18.8pp | 72.3%-19.4pp |
| Annual return | 12.97% | 19.53%-6.6pp | 63.52%-50.5pp | 97.95%-85.0pp |
| Employer contribution / active EE | $1,153 | $2,007-42.5% | $2,496-53.8% | $2,406-52.1% |
| Participant deferral / active EE | $2,498 | $3,242-22.9% | $3,700-32.5% | $4,132-39.5% |
| Admin fee / account holder | $43 | $148-70.7% | $5,830-99.3% | $170-74.4% |