Filed May 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,058 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,496 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,488 | $119,4460% | $150,045-20.4% | $85,563+39.7% |
| Participation rate | 95.0% | 75.4%+19.5pp | 82.3%+12.6pp | 66.0%+29.0pp |
| Annual return | 17.41% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $4,527 | $4,078+11.0% | $4,693-3.5% | $2,654+70.6% |
| Participant deferral / active EE | $10,416 | $7,985+30.4% | $7,997+30.2% | $4,375+138.1% |
| Admin fee / account holder | $176 | $548-67.9% | $13,435-98.7% | $834-78.9% |