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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 | $100,061+114.6% | $120,344+78.4% | $64,728+231.7% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.7%+22.5pp | 57.9%+41.4pp |
| Annual return | 19.27% | 16.53%+2.7pp | 20.30%-1.0pp | 49.38%-30.1pp |
| Employer contribution / active EE | $12,036 | $3,112+286.8% | $3,020+298.5% | $2,243+436.7% |
| Participant deferral / active EE | $19,346 | $4,955+290.4% | $5,135+276.8% | $2,729+608.8% |
| Admin fee / account holder | $116 | $428-72.9% | $12,742-99.1% | $1,145-89.9% |