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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 | $106,247+135.1% | $147,096+69.8% | $77,714+221.4% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.31% | 56.87%-42.6pp | 419.75%-405.4pp | 31.26%-16.9pp |
| Employer contribution / active EE | $13,739 | $4,069+237.6% | $4,936+178.3% | $2,727+403.8% |
| Participant deferral / active EE | $5,505 | $7,996-31.2% | $8,071-31.8% | $4,649+18.4% |
| Admin fee / account holder | $127 | $338-62.4% | $13,005-99.0% | $433-70.6% |