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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,770 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,000 |
AON CONSULTING3 years Filed as: AON INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $30,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,016 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$82,507 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $311,740 | $92,076+238.6% | $105,608+195.2% | $77,714+301.1% |
| Participation rate | 98.3% | 81.0%+17.3pp | 75.3%+23.1pp | 70.6%+27.8pp |
| Annual return | 18.03% | 17.84%+0.2pp | 116.50%-98.5pp | 31.26%-13.2pp |
| Employer contribution / active EE | $13,576 | $3,370+302.8% | $3,167+328.7% | $2,727+397.9% |
| Participant deferral / active EE | $10,742 | $5,390+99.3% | $5,010+114.4% | $4,649+131.0% |
| Admin fee / account holder | $133 | $219-39.4% | $11,028-98.8% | $433-69.4% |