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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,509 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $27,563 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,220 |
Form 5500 reported that benefits due were not provided when due.
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 | $100,004 | $148,970-32.9% | $133,698-25.2% | $200,096-50.0% |
| Participation rate | 70.7% | 79.4%-8.7pp | 76.4%-5.7pp | 72.0%-1.3pp |
| Annual return | 15.81% | 27.07%-11.3pp | 580.90%-565.1pp | 34.26%-18.5pp |
| Employer contribution / active EE | $3,079 | $3,561-13.5% | $4,218-27.0% | $3,038+1.3% |
| Participant deferral / active EE | $5,977 | $6,140-2.7% | $7,016-14.8% | $5,090+17.4% |
| Admin fee / account holder | $35 | $144-76.0% | $6,703-99.5% | $269-87.2% |