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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,553 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $335,389 | $55,437+505.0% | $155,534+115.6% | $74,459+350.4% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 13.69% | 269.58%-255.9pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $9,655 | $2,266+326.1% | $4,675+106.5% | $2,626+267.7% |
| Participant deferral / active EE | $8,790 | $2,837+209.8% | $5,630+56.1% | $4,350+102.1% |
| Admin fee / account holder | $77 | $1,742-95.6% | $15,900-99.5% | $1,945-96.0% |