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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,877 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $794 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,572 | $102,422+17.7% | $147,117-18.0% | $80,959+48.9% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 15.31% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $9,067 | $3,717+143.9% | $4,932+83.8% | $2,757+228.9% |
| Participant deferral / active EE | $19,882 | $6,652+198.9% | $8,065+146.5% | $4,300+362.3% |
| Admin fee / account holder | $42 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |