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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,462 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $7,905 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$133,768 |
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 | $223,163 | $110,258+102.4% | $102,460+117.8% | $200,096+11.5% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.7pp |
| Annual return | 19.10% | 35.78%-16.7pp | 29.47%-10.4pp | 34.26%-15.2pp |
| Employer contribution / active EE | $4,166 | $3,605+15.6% | $3,025+37.7% | $3,038+37.2% |
| Participant deferral / active EE | $12,951 | $6,377+103.1% | $5,056+156.2% | $5,090+154.5% |
| Admin fee / account holder | $129 | $122+5.3% | $9,460-98.6% | $269-52.2% |