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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 | $89,067+88.4% | $102,423+63.8% | $77,714+115.9% |
| Participation rate | 88.2% | 80.9%+7.3pp | 76.5%+11.7pp | 70.6%+17.6pp |
| Annual return | 17.46% | 25.01%-7.6pp | 29.42%-12.0pp | 31.26%-13.8pp |
| Employer contribution / active EE | $5,262 | $2,699+94.9% | $3,023+74.1% | $2,727+93.0% |
| Participant deferral / active EE | $11,002 | $5,147+113.8% | $5,054+117.7% | $4,649+136.6% |
| Admin fee / account holder | $66 | $236-72.0% | $9,455-99.3% | $433-84.8% |