| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $239,283 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $978,930 | $81,301+1104.1% | $76,030+1187.6% | $200,096+389.2% |
| Participation rate | 97.9% | 70.1%+27.9pp | 69.1%+28.9pp | 72.0%+25.9pp |
| Annual return | 16.89% | 16.31%+0.6pp | 361.54%-344.7pp | 34.26%-17.4pp |
| Employer contribution / active EE | $53,492 | $3,352+1495.7% | $2,688+1890.3% | $3,038+1661.0% |
| Participant deferral / active EE | $3,370 | $4,721-28.6% | $4,257-20.8% | $5,090-33.8% |
| Admin fee / account holder | $103 | $145-28.7% | $6,421-98.4% | $269-61.6% |