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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,192 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,125 |
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 | $167,799 | $89,123+88.3% | $102,460+63.8% | $77,762+115.8% |
| Participation rate | 88.2% | 80.9%+7.3pp | 76.5%+11.7pp | 70.6%+17.6pp |
| Annual return | 17.46% | 25.05%-7.6pp | 29.47%-12.0pp | 31.27%-13.8pp |
| Employer contribution / active EE | $5,262 | $2,700+94.9% | $3,025+73.9% | $2,728+92.9% |
| Participant deferral / active EE | $11,002 | $5,148+113.7% | $5,056+117.6% | $4,651+136.5% |
| Admin fee / account holder | $66 | $236-72.0% | $9,460-99.3% | $433-84.7% |