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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 |
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 | $36,002+272.6% | $161,489-16.9% | $64,728+107.3% |
| Participation rate | 98.9% | 57.4%+41.5pp | 78.7%+20.2pp | 57.9%+41.0pp |
| Annual return | 16.10% | 33.93%-17.8pp | 89.72%-73.6pp | 49.38%-33.3pp |
| Employer contribution / active EE | $7,005 | $1,380+407.8% | $4,268+64.1% | $2,243+212.4% |
| Participant deferral / active EE | $8,697 | $1,815+379.2% | $5,630+54.5% | $2,729+218.6% |
| Admin fee / account holder | $117 | $931-87.5% | $16,006-99.3% | $1,145-89.8% |