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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,703 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,195 |
MARTIN FLEISHER, JD1 year Filed as: MARTIN FLEISHER Service code 29 · EIN 20-0357886 | Legal | $4,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $629,901 | $112,596+459.4% | $152,301+313.6% | $64,728+873.2% |
| Participation rate | 95.6% | 63.6%+32.0pp | 82.4%+13.2pp | 57.9%+37.7pp |
| Annual return | 6.66% | 23.76%-17.1pp | 80.50%-73.8pp | 49.38%-42.7pp |
| Employer contribution / active EE | $11,037 | $3,716+197.0% | $4,624+138.7% | $2,243+392.1% |
| Participant deferral / active EE | $19,890 | $6,075+227.4% | $8,004+148.5% | $2,729+628.7% |
| Admin fee / account holder | $81 | $996-91.9% | $14,398-99.4% | $1,145-93.0% |