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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,321 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.