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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,484 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,746 |
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 | $214,690 | $99,442+115.9% | $113,397+89.3% | $71,012+202.3% |
| Participation rate | 99.2% | 78.9%+20.3pp | 76.5%+22.8pp | 58.6%+40.7pp |
| Annual return | 19.27% | 17.93%+1.3pp | 23.20%-3.9pp | 37.67%-18.4pp |
| Employer contribution / active EE | $12,036 | $3,068+292.3% | $2,977+304.3% | $2,348+412.7% |
| Participant deferral / active EE | $19,346 | $4,915+293.6% | $5,076+281.1% | $3,246+496.0% |
| Admin fee / account holder | $116 | $535-78.3% | $11,957-99.0% | $1,167-90.1% |