| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,188,133 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $491,866 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOC. LTD Service code 10 · EIN 23-3060583 | Accounting | $26,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,049 | $171,796-2.2% | $111,319+51.0% | $106,520+57.8% |
| Participation rate | 95.0% | 88.6%+6.4pp | 77.3%+17.7pp | 71.3%+23.7pp |
| Annual return | 16.09% | 18.62%-2.5pp | 54.68%-38.6pp | 19.28%-3.2pp |
| Employer contribution / active EE | $10,241 | $4,687+118.5% | $2,732+274.9% | $2,840+260.5% |
| Participant deferral / active EE | $8,476 | $7,845+8.0% | $4,488+88.9% | $4,948+71.3% |
| Admin fee / account holder | $111 | $69+60.2% | $7,966-98.6% | $75+49.2% |