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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,504 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,819 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,093 | $89,465-12.7% | $165,100-52.7% | $77,762+0.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 78.6%-8.6pp | 70.6%-0.6pp |
| Annual return | 14.18% | 28.86%-14.7pp | 70.21%-56.0pp | 31.27%-17.1pp |
| Employer contribution / active EE | $2,020 | $2,565-21.3% | $4,348-53.6% | $2,728-26.0% |
| Participant deferral / active EE | $2,572 | $4,904-47.5% | $6,035-57.4% | $4,651-44.7% |
| Admin fee / account holder | $63 | $340-81.5% | $12,696-99.5% | $433-85.5% |