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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $83,582 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,830 |
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 | $206,444 | $129,227+59.8% | $184,256+12.0% | $77,762+165.5% |
| Participation rate | 96.9% | 87.4%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 18.39% | 33.24%-14.9pp | 28.85%-10.5pp | 31.27%-12.9pp |
| Employer contribution / active EE | $11,423 | $4,412+158.9% | $6,427+77.7% | $2,728+318.7% |
| Participant deferral / active EE | $14,661 | $7,307+100.6% | $9,133+60.5% | $4,651+215.2% |
| Admin fee / account holder | $103 | $256-59.6% | $13,899-99.3% | $433-76.1% |