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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 | $89,054+88.4% | $102,457+63.8% | $77,692+116.0% |
| Participation rate | 88.2% | 80.9%+7.3pp | 76.5%+11.7pp | 70.6%+17.6pp |
| Annual return | 17.46% | 25.02%-7.6pp | 29.41%-11.9pp | 31.25%-13.8pp |
| Employer contribution / active EE | $5,262 | $2,698+95.0% | $3,022+74.1% | $2,726+93.0% |
| Participant deferral / active EE | $11,002 | $5,146+113.8% | $5,054+117.7% | $4,648+136.7% |
| Admin fee / account holder | $66 | $236-72.0% | $9,451-99.3% | $431-84.7% |