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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,976 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$33,082 |
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 | $258,915 | $78,483+229.9% | $106,201+143.8% | $74,546+247.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+22.9pp | 67.2%+31.0pp |
| Annual return | 18.41% | 15.94%+2.5pp | 116.26%-97.9pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $5,531 | $2,522+119.3% | $3,170+74.5% | $2,624+110.7% |
| Participant deferral / active EE | $12,509 | $4,320+189.5% | $5,012+149.6% | $4,347+187.7% |
| Admin fee / account holder | -$6 | $2,236-100.2% | $11,039-100.1% | $1,944-100.3% |