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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,608 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,011 |
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 | $116,249 | $107,741+7.9% | $96,576+20.4% | $79,634+46.0% |
| Participation rate | 73.6% | 79.1%-5.5pp | 81.4%-7.9pp | 62.5%+11.1pp |
| Annual return | 20.10% | 19.24%+0.9pp | 38.47%-18.4pp | 36.46%-16.4pp |
| Employer contribution / active EE | $2,025 | $2,991-32.3% | $3,553-43.0% | $2,529-19.9% |
| Participant deferral / active EE | $7,650 | $7,899-3.1% | $7,956-3.9% | $3,835+99.5% |
| Admin fee / account holder | $73 | $1,150-93.7% | $11,381-99.4% | $1,002-92.8% |