| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $760,603 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $727,167 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $193,488 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL AND TITUS, LLP Service code 10 · EIN 13-2781641 | Accounting | $44,450 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $31,620 |
Filed as: MARATHAS, BARROW, WEATHERHEAD, LENT Service code 16 · EIN 47-3430927 | Consulting | $17,170 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $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 | $100,391 | $128,169-21.7% | $147,117-31.8% | $106,553-5.8% |
| Participation rate | 94.9% | 67.3%+27.6pp | 82.2%+12.8pp | 69.8%+25.1pp |
| Annual return | 17.51% | 17.88%-0.4pp | 420.54%-403.0pp | 17.37%+0.1pp |
| Employer contribution / active EE | $4,188 | $3,374+24.1% | $4,932-15.1% | $3,359+24.7% |
| Participant deferral / active EE | $9,872 | $7,665+28.8% | $8,065+22.4% | $5,562+77.5% |
| Admin fee / account holder | $34 | $88-61.6% | $12,993-99.7% | $80-57.5% |