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| Provider | Service type | Compensation |
|---|---|---|
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $198,187 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,061 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $44,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $33,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$250,165 |
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 | $293,999 | $122,596+139.8% | $184,243+59.6% | $199,921+47.1% |
| Participation rate | 95.1% | 86.9%+8.2pp | 86.8%+8.3pp | 72.0%+23.1pp |
| Annual return | 19.94% | 144.14%-124.2pp | 28.82%-8.9pp | 34.28%-14.3pp |
| Employer contribution / active EE | $8,621 | $4,570+88.6% | $6,427+34.1% | $3,035+184.0% |
| Participant deferral / active EE | $19,238 | $7,972+141.3% | $9,132+110.7% | $5,089+278.1% |
| Admin fee / account holder | $56 | $120-53.3% | $13,914-99.6% | $269-79.1% |