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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,212 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $47,061 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $8,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,540 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,611 | $122,219+208.1% | $147,096+156.0% | $199,921+88.4% |
| Participation rate | 92.8% | 78.3%+14.6pp | 82.2%+10.7pp | 72.0%+20.8pp |
| Annual return | 18.97% | 30.59%-11.6pp | 419.75%-400.8pp | 34.28%-15.3pp |
| Employer contribution / active EE | $10,115 | $4,096+146.9% | $4,936+104.9% | $3,035+233.2% |
| Participant deferral / active EE | $18,083 | $8,503+112.7% | $8,071+124.0% | $5,089+255.4% |
| Admin fee / account holder | $42 | $179-76.7% | $13,005-99.7% | $269-84.5% |