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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,105 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $25,000 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS, PC Service code 10 · EIN 45-4051133 | Accounting | $16,696 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,911 |
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 | $79,419 | $50,902+56.0% | $155,534-48.9% | $77,736+2.2% |
| Participation rate | 98.8% | 63.1%+35.7pp | 78.2%+20.6pp | 70.6%+28.3pp |
| Annual return | 16.20% | 34.85%-18.6pp | 64.92%-48.7pp | 31.26%-15.1pp |
| Employer contribution / active EE | $3,862 | $1,991+93.9% | $4,675-17.4% | $2,728+41.6% |
| Participant deferral / active EE | $4,468 | $2,824+58.2% | $5,630-20.7% | $4,651-3.9% |
| Admin fee / account holder | $132 | $437-69.8% | $15,900-99.2% | $433-69.5% |