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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,265 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,431 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,164 | $91,474+217.2% | $135,982+113.4% | $71,529+305.7% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 5.16% | 29.89%-24.7pp | 68.32%-63.2pp | 28.97%-23.8pp |
| Employer contribution / active EE | $5,919 | $3,705+59.7% | $4,859+21.8% | $2,590+128.6% |
| Participant deferral / active EE | $12,409 | $7,095+74.9% | $7,760+59.9% | $4,291+189.2% |
| Admin fee / account holder | $34 | $1,267-97.3% | $10,767-99.7% | $1,588-97.8% |