| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,837 |
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 | $426,741 | $81,301+424.9% | $76,030+461.3% | $200,096+113.3% |
| Participation rate | 96.4% | 70.1%+26.3pp | 69.1%+27.3pp | 72.0%+24.4pp |
| Annual return | 18.35% | 16.31%+2.0pp | 361.54%-343.2pp | 34.26%-15.9pp |
| Employer contribution / active EE | $0 | $3,352-100.0% | $2,688-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $21,122 | $4,721+347.4% | $4,257+396.2% | $5,090+315.0% |
| Admin fee / account holder | $41 | $145-71.5% | $6,421-99.4% | $269-84.6% |