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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 | $106,264+37.5% | $147,117-0.7% | $77,762+87.8% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 18.16% | 56.94%-38.8pp | 420.54%-402.4pp | 31.27%-13.1pp |
| Employer contribution / active EE | $12,496 | $4,074+206.7% | $4,932+153.3% | $2,728+358.0% |
| Participant deferral / active EE | $15,524 | $8,003+94.0% | $8,065+92.5% | $4,651+233.8% |
| Admin fee / account holder | $50 | $334-85.1% | $12,993-99.6% | $433-88.5% |