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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 | $105,248+498.5% | $147,318+327.6% | $71,012+787.0% |
| Participation rate | 95.6% | 66.1%+29.5pp | 82.1%+13.5pp | 58.6%+37.1pp |
| Annual return | 6.66% | 26.02%-19.4pp | 70.43%-63.8pp | 37.67%-31.0pp |
| Employer contribution / active EE | $11,037 | $3,785+191.6% | $4,593+140.3% | $2,348+370.1% |
| Participant deferral / active EE | $19,890 | $6,452+208.3% | $7,906+151.6% | $3,246+512.7% |
| Admin fee / account holder | $81 | $862-90.7% | $13,708-99.4% | $1,167-93.1% |