Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,408 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,749 |
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 | $65,320 | $53,216+22.7% | $155,534-58.0% | $199,960-67.3% |
| Participation rate | 89.8% | 64.1%+25.7pp | 78.2%+11.5pp | 72.0%+17.8pp |
| Annual return | 14.52% | 41.18%-26.7pp | 64.92%-50.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $1,599 | $1,848-13.5% | $4,675-65.8% | $3,036-47.3% |
| Participant deferral / active EE | $4,921 | $3,164+55.6% | $5,630-12.6% | $5,087-3.3% |
| Admin fee / account holder | $58 | $186-68.7% | $15,900-99.6% | $269-78.4% |