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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 | $106,212+9.4% | $98,090+18.5% | $71,012+63.7% |
| Participation rate | 73.6% | 76.8%-3.2pp | 81.5%-8.0pp | 58.6%+15.0pp |
| Annual return | 20.10% | 19.33%+0.8pp | 37.05%-16.9pp | 37.67%-17.6pp |
| Employer contribution / active EE | $2,025 | $3,373-40.0% | $3,606-43.8% | $2,348-13.8% |
| Participant deferral / active EE | $7,650 | $8,077-5.3% | $7,845-2.5% | $3,246+135.7% |
| Admin fee / account holder | $73 | $357-79.6% | $11,815-99.4% | $1,167-93.8% |