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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 | $102,429+17.7% | $147,096-18.0% | $80,925+49.0% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 15.31% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $9,067 | $3,716+144.0% | $4,936+83.7% | $2,756+229.0% |
| Participant deferral / active EE | $19,882 | $6,649+199.0% | $8,071+146.3% | $4,299+362.5% |
| Admin fee / account holder | $42 | $7,957-99.5% | $13,005-99.7% | $6,940-99.4% |