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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,566 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-2647786 | Plan Administrator | -$24,586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,657 | $71,523+221.1% | $98,461+133.2% | $71,511+221.1% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.4pp |
| Annual return | 21.20% | 32.43%-11.2pp | 21.17%0pp | 28.86%-7.7pp |
| Employer contribution / active EE | $5,154 | $2,399+114.8% | $3,049+69.1% | $2,589+99.1% |
| Participant deferral / active EE | $11,844 | $4,109+188.3% | $4,738+150.0% | $4,291+176.1% |
| Admin fee / account holder | $78 | $1,676-95.3% | $8,961-99.1% | $1,588-95.1% |