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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,146 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,032 | $101,591+133.3% | $147,096+61.1% | $74,429+218.5% |
| Participation rate | 91.8% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.28% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $6,969 | $3,813+82.8% | $4,936+41.2% | $2,625+165.5% |
| Participant deferral / active EE | $10,889 | $7,302+49.1% | $8,071+34.9% | $4,348+150.4% |
| Admin fee / account holder | $53 | $1,750-97.0% | $13,005-99.6% | $1,944-97.3% |