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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3638035 | Investment Management | $105,972 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $102,564 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,286 |
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 | $113,509 | $176,471-35.7% | $95,968+18.3% | $90,274+25.7% |
| Participation rate | 94.0% | 86.6%+7.4pp | 77.1%+16.9pp | 73.4%+20.6pp |
| Annual return | 26.29% | 20.15%+6.1pp | 91.65%-65.4pp | 53.97%-27.7pp |
| Employer contribution / active EE | $5,489 | $2,783+97.2% | $2,542+116.0% | $2,523+117.5% |
| Participant deferral / active EE | $5,541 | $5,325+4.1% | $4,167+33.0% | $4,231+31.0% |
| Admin fee / account holder | $144 | $154-6.8% | $6,798-97.9% | $114+26.1% |