Filed August 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,126 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,323 |
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 | $322,137 | $135,961+136.9% | $96,707+233.1% | $67,986+373.8% |
| Participation rate | 97.6% | 76.3%+21.3pp | 80.4%+17.2pp | 57.2%+40.4pp |
| Annual return | 24.15% | 31.14%-7.0pp | 34.78%-10.6pp | 31.67%-7.5pp |
| Employer contribution / active EE | $7,412 | $5,011+47.9% | $4,191+76.8% | $2,019+267.1% |
| Participant deferral / active EE | $8,622 | $7,360+17.1% | $5,997+43.8% | $3,358+156.8% |
| Admin fee / account holder | $61 | $2,370-97.4% | $7,503-99.2% | $3,203-98.1% |