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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,899 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,161 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,112 | $55,470+138.2% | $155,556-15.1% | $74,478+77.4% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 15.63% | 269.80%-254.2pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $5,930 | $2,267+161.6% | $4,675+26.8% | $2,626+125.8% |
| Participant deferral / active EE | $7,424 | $2,838+161.6% | $5,631+31.9% | $4,350+70.7% |
| Admin fee / account holder | $238 | $1,744-86.3% | $15,885-98.5% | $1,946-87.8% |