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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,965 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,688 |
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 | $141,982 | $64,705+119.4% | $62,929+125.6% | $67,986+108.8% |
| Participation rate | 72.8% | 65.6%+7.2pp | 73.1%-0.3pp | 57.2%+15.6pp |
| Annual return | 18.08% | 20.31%-2.2pp | 1063.93%-1045.9pp | 31.67%-13.6pp |
| Employer contribution / active EE | $153 | $2,376-93.5% | $2,505-93.9% | $2,019-92.4% |
| Participant deferral / active EE | $10,142 | $3,198+217.1% | $3,888+160.8% | $3,358+202.0% |
| Admin fee / account holder | $83 | $1,428-94.2% | $5,065-98.4% | $3,203-97.4% |