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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,528 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $33,653 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$81,098 |
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 | $308,386 | $110,258+179.7% | $102,460+201.0% | $200,096+54.1% |
| Participation rate | 79.6% | 86.3%-6.7pp | 76.5%+3.1pp | 72.0%+7.6pp |
| Annual return | 20.13% | 35.78%-15.6pp | 29.47%-9.3pp | 34.26%-14.1pp |
| Employer contribution / active EE | $6,823 | $3,605+89.3% | $3,025+125.5% | $3,038+124.6% |
| Participant deferral / active EE | $12,360 | $6,377+93.8% | $5,056+144.5% | $5,090+142.8% |
| Admin fee / account holder | $18 | $122-85.5% | $9,460-99.8% | $269-93.4% |