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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,379 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$183,239 |
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 | $166,790 | $110,258+51.3% | $102,460+62.8% | $200,096-16.6% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 19.20% | 35.78%-16.6pp | 29.47%-10.3pp | 34.26%-15.1pp |
| Employer contribution / active EE | $5,467 | $3,605+51.7% | $3,025+80.7% | $3,038+80.0% |
| Participant deferral / active EE | $11,776 | $6,377+84.7% | $5,056+132.9% | $5,090+131.4% |
| Admin fee / account holder | -$70 | $122-157.0% | $9,460-100.7% | $269-125.9% |