| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,287,096 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $558,227 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $103,103 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $25,495 |
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 | $132,246 | $138,331-4.4% | $86,717+52.5% | $89,433+47.9% |
| Participation rate | 94.5% | 88.9%+5.6pp | 76.6%+17.9pp | 71.3%+23.2pp |
| Annual return | -15.83% | -11.72%-4.1pp | 35.97%-51.8pp | -11.88%-4.0pp |
| Employer contribution / active EE | $10,504 | $4,812+118.3% | $2,837+270.2% | $3,021+247.7% |
| Participant deferral / active EE | $8,747 | $8,027+9.0% | $4,657+87.8% | $5,125+70.7% |
| Admin fee / account holder | $107 | $64+67.4% | $7,494-98.6% | $79+35.1% |