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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,210 |
Service code 28 · EIN 04-3638035 | Investment Management | $40,880 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $2,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,862 | $78,852-1.3% | $76,768+1.4% | $75,289+3.4% |
| Participation rate | 93.7% | 85.0%+8.7pp | 77.0%+16.8pp | 72.4%+21.3pp |
| Annual return | -4.49% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,883 | $2,794+74.7% | $2,485+96.5% | $2,405+103.0% |
| Participant deferral / active EE | $4,384 | $4,800-8.7% | $3,852+13.8% | $3,739+17.3% |
| Admin fee / account holder | $74 | $79-5.7% | $6,676-98.9% | $102-27.2% |