| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $431,989 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $836,768 | $70,115+1093.4% | $70,589+1085.4% | $80,187+943.5% |
| Participation rate | 98.0% | 71.7%+26.4pp | 68.4%+29.7pp | 72.9%+25.1pp |
| Annual return | 18.46% | 134.51%-116.0pp | 32.80%-14.3pp | 40.40%-21.9pp |
| Employer contribution / active EE | $54,013 | $3,021+1687.9% | $2,977+1714.3% | $2,980+1712.8% |
| Participant deferral / active EE | $2,868 | $4,495-36.2% | $4,569-37.2% | $5,016-42.8% |
| Admin fee / account holder | $141 | $112+25.4% | $6,430-97.8% | $145-3.0% |