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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,253 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,240 | $83,023+266.5% | $102,437+197.0% | $77,762+291.2% |
| Participation rate | 98.0% | 71.5%+26.5pp | 74.5%+23.5pp | 70.6%+27.4pp |
| Annual return | 14.34% | 19.12%-4.8pp | 24.95%-10.6pp | 31.27%-16.9pp |
| Employer contribution / active EE | $15,617 | $3,552+339.6% | $3,871+303.5% | $2,728+472.5% |
| Participant deferral / active EE | $9,579 | $4,110+133.1% | $5,060+89.3% | $4,651+106.0% |
| Admin fee / account holder | $57 | $639-91.1% | $8,388-99.3% | $433-86.9% |