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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $260,396 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,903 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,426 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $16,000 |
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 | $66,919 | $2,703,213-97.5% | $165,100-59.5% | $200,096-66.6% |
| Participation rate | 92.9% | 78.4%+14.5pp | 78.6%+14.3pp | 72.0%+20.9pp |
| Annual return | 13.62% | 17.97%-4.3pp | 70.21%-56.6pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2,362 | $2,973-20.5% | $4,348-45.7% | $3,038-22.2% |
| Participant deferral / active EE | $7,276 | $5,021+44.9% | $6,035+20.5% | $5,090+42.9% |
| Admin fee / account holder | $147 | $1,999-92.7% | $12,696-98.8% | $269-45.5% |