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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $501,913 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $298,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,266 | $159,391-16.4% | $102,460+30.1% | $99,313+34.2% |
| Participation rate | 94.1% | 88.6%+5.6pp | 76.5%+17.6pp | 71.7%+22.4pp |
| Annual return | 16.31% | 19.03%-2.7pp | 29.47%-13.2pp | 17.67%-1.4pp |
| Employer contribution / active EE | $8,861 | $4,207+110.6% | $3,025+192.9% | $3,264+171.5% |
| Participant deferral / active EE | $8,631 | $7,498+15.1% | $5,056+70.7% | $5,346+61.5% |
| Admin fee / account holder | $101 | $159-36.3% | $9,460-98.9% | $109-7.1% |