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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,040 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,807 | $69,708+104.9% | $67,560+111.4% | $74,478+91.7% |
| Participation rate | 69.2% | 71.4%-2.2pp | 72.9%-3.7pp | 67.2%+2.0pp |
| Annual return | 14.75% | -40.67%+55.4pp | 3533.50%-3518.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,027 | $3,637+148.2% | $4,004+125.5% | $4,350+107.5% |
| Admin fee / account holder | $65 | $887-92.7% | $3,994-98.4% | $1,946-96.7% |