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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,775 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,363 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,767 | $89,435+74.2% | $164,975-5.6% | $77,714+100.4% |
| Participation rate | 87.2% | 78.6%+8.6pp | 78.6%+8.6pp | 70.6%+16.6pp |
| Annual return | 12.83% | 28.82%-16.0pp | 70.12%-57.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $4,399 | $2,563+71.7% | $4,343+1.3% | $2,727+61.3% |
| Participant deferral / active EE | $6,461 | $4,901+31.8% | $6,033+7.1% | $4,649+39.0% |
| Admin fee / account holder | $65 | $340-80.9% | $12,688-99.5% | $433-85.0% |