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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 | $101,653+133.2% | $147,080+61.2% | $74,459+218.3% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.28% | 8754.98%-8739.7pp | 420.17%-404.9pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $6,969 | $3,813+82.7% | $4,933+41.3% | $2,626+165.4% |
| Participant deferral / active EE | $10,889 | $7,304+49.1% | $8,066+35.0% | $4,350+150.3% |
| Admin fee / account holder | $53 | $1,752-97.0% | $12,989-99.6% | $1,945-97.3% |