| Provider | Service type | Compensation |
|---|---|---|
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $24,295 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $167,954 | $76,209+120.4% | $81,370+106.4% | $200,096-16.1% |
| Participation rate | 96.5% | 76.4%+20.1pp | 69.5%+26.9pp | 72.0%+24.5pp |
| Annual return | 12.75% | 15.55%-2.8pp | 24.85%-12.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $5,787 | $2,807+106.1% | $2,464+134.9% | $3,038+90.5% |
| Participant deferral / active EE | $6,696 | $4,210+59.1% | $3,885+72.3% | $5,090+31.6% |
| Admin fee / account holder | $9 | $146-93.8% | $5,749-99.8% | $269-96.6% |