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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,537 |
ARMANINO LLP5 years Service code 10 · EIN 33-2514127 | Accounting | $5,230 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$100,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,804 | $79,181+197.8% | $102,423+130.2% | $74,429+216.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 19.72% | 54.97%-35.3pp | 29.42%-9.7pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $10,390 | $2,362+339.9% | $3,023+243.7% | $2,625+295.8% |
| Participant deferral / active EE | $25,821 | $4,416+484.7% | $5,054+410.9% | $4,348+493.8% |
| Admin fee / account holder | -$202 | $2,002-110.1% | $9,455-102.1% | $1,944-110.4% |