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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,344 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,139 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,442 |
BONADIO & CO., LLP7 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,600 |
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 | $249,743 | $106,164+135.2% | $147,041+69.8% | $77,692+221.5% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.31% | 56.81%-42.5pp | 419.21%-404.9pp | 31.25%-16.9pp |
| Employer contribution / active EE | $13,739 | $4,066+237.9% | $4,935+178.4% | $2,726+403.9% |
| Participant deferral / active EE | $5,505 | $7,993-31.1% | $8,071-31.8% | $4,648+18.4% |
| Admin fee / account holder | $127 | $338-62.3% | $13,006-99.0% | $431-70.4% |