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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,617 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,152 |
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 | $180,552 | $129,095+39.9% | $184,200-2.0% | $77,671+132.5% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.8%+4.9pp | 70.6%+21.2pp |
| Annual return | 25.89% | 33.29%-7.4pp | 28.80%-2.9pp | 31.21%-5.3pp |
| Employer contribution / active EE | $10,577 | $4,410+139.9% | $6,424+64.7% | $2,726+287.9% |
| Participant deferral / active EE | $15,959 | $7,300+118.6% | $9,132+74.8% | $4,648+243.4% |
| Admin fee / account holder | $70 | $256-72.5% | $13,907-99.5% | $430-83.7% |