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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVTMTS INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $9,984 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,107 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,316 | $52,961+587.9% | $172,752+110.9% | $65,185+458.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 25.43% | 30.12%-4.7pp | 802.97%-777.5pp | 29.38%-4.0pp |
| Employer contribution / active EE | $19,526 | $2,190+791.6% | $5,144+279.6% | $2,177+797.1% |
| Participant deferral / active EE | $10,789 | $2,471+336.6% | $5,198+107.6% | $3,514+207.0% |
| Admin fee / account holder | $80 | $472-83.0% | $13,955-99.4% | $847-90.5% |