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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,237 |
Service code 28 · EIN 04-3638035 | Investment Management | $62,659 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $14,562 |
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 | $94,548 | $105,173-10.1% | $87,102+8.5% | $77,775+21.6% |
| Participation rate | 94.3% | 85.8%+8.5pp | 76.9%+17.4pp | 73.2%+21.1pp |
| Annual return | 27.68% | 24.52%+3.2pp | 28.19%-0.5pp | 32.58%-4.9pp |
| Employer contribution / active EE | $6,287 | $2,890+117.5% | $2,521+149.3% | $2,504+151.1% |
| Participant deferral / active EE | $5,750 | $5,048+13.9% | $4,048+42.0% | $3,966+45.0% |
| Admin fee / account holder | $79 | $105-24.5% | $7,493-98.9% | $100-21.2% |