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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,348 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $11,000 |
Service code 16 · EIN 04-2530412 | Consulting | $7,484 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,708 |
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 | $134,159 | $46,464+188.7% | $150,298-10.7% | $79,634+68.5% |
| Participation rate | 98.9% | 57.0%+42.0pp | 77.8%+21.2pp | 62.5%+36.4pp |
| Annual return | 16.10% | 27.89%-11.8pp | 62.79%-46.7pp | 36.46%-20.4pp |
| Employer contribution / active EE | $7,005 | $1,512+363.4% | $4,154+68.6% | $2,529+177.0% |
| Participant deferral / active EE | $8,697 | $2,157+303.2% | $5,453+59.5% | $3,835+126.8% |
| Admin fee / account holder | $117 | $891-86.9% | $14,116-99.2% | $1,002-88.4% |