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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $156,451 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $88,832 |
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 | $200,012 | $110,535+80.9% | $149,600+33.7% | $71,012+181.7% |
| Participation rate | 88.4% | 70.0%+18.4pp | 77.2%+11.2pp | 58.6%+29.8pp |
| Annual return | 16.69% | 18.07%-1.4pp | 129.59%-112.9pp | 37.67%-21.0pp |
| Employer contribution / active EE | $9,026 | $4,608+95.9% | $4,193+115.2% | $2,348+284.4% |
| Participant deferral / active EE | $14,839 | $5,546+167.5% | $7,203+106.0% | $3,246+357.1% |
| Admin fee / account holder | $151 | $1,181-87.3% | $13,963-98.9% | $1,167-87.1% |