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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,650 |
JOHANSON & YAU1 year Filed as: JOHNSON & YAU ACCOUNTANCY CORP Service code 10 · EIN 94-2702860 | Accounting | $24,889 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$93,937 |
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 | $174,960 | $110,258+58.7% | $102,460+70.8% | $200,096-12.6% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 22.63% | 35.78%-13.2pp | 29.47%-6.8pp | 34.26%-11.6pp |
| Employer contribution / active EE | $4,105 | $3,605+13.9% | $3,025+35.7% | $3,038+35.1% |
| Participant deferral / active EE | $20,051 | $6,377+214.4% | $5,056+296.6% | $5,090+293.9% |
| Admin fee / account holder | -$3 | $122-102.6% | $9,460-100.0% | $269-101.2% |