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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,351 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,559 |
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 | $146,069 | $106,247+37.5% | $147,096-0.7% | $77,714+88.0% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 18.16% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $12,496 | $4,069+207.1% | $4,936+153.2% | $2,727+358.3% |
| Participant deferral / active EE | $15,524 | $7,996+94.1% | $8,071+92.3% | $4,649+233.9% |
| Admin fee / account holder | $50 | $338-85.3% | $13,005-99.6% | $433-88.5% |