| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $453,654 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,264 |
Form 5500 reported that benefits due were not provided when due.
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 | $191,429 | $159,391+20.1% | $102,460+86.8% | $99,313+92.8% |
| Participation rate | 99.9% | 88.6%+11.3pp | 76.5%+23.4pp | 71.7%+28.2pp |
| Annual return | 18.51% | 19.03%-0.5pp | 29.47%-11.0pp | 17.67%+0.8pp |
| Employer contribution / active EE | $3,816 | $4,207-9.3% | $3,025+26.2% | $3,264+16.9% |
| Participant deferral / active EE | $9,884 | $7,498+31.8% | $5,056+95.5% | $5,346+84.9% |
| Admin fee / account holder | $47 | $159-70.2% | $9,460-99.5% | $109-56.5% |