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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $55,125 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,146 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$84,321 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,724 | $2,703,213-97.4% | $165,100-57.8% | $200,096-65.2% |
| Participation rate | 80.4% | 78.4%+1.9pp | 78.6%+1.7pp | 72.0%+8.3pp |
| Annual return | 19.54% | 17.97%+1.6pp | 70.21%-50.7pp | 34.26%-14.7pp |
| Employer contribution / active EE | $1,066 | $2,973-64.1% | $4,348-75.5% | $3,038-64.9% |
| Participant deferral / active EE | $2,956 | $5,021-41.1% | $6,035-51.0% | $5,090-41.9% |
| Admin fee / account holder | $8 | $1,999-99.6% | $12,696-99.9% | $269-96.9% |