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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,273 |
Filed as: FIDELITY INVEST. INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST. INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | -$3,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,703 | $90,064-45.9% | $100,415-51.5% | $77,762-37.4% |
| Participation rate | 96.0% | 81.3%+14.7pp | 81.5%+14.5pp | 70.6%+25.4pp |
| Annual return | 14.50% | 20.61%-6.1pp | 49.47%-35.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $3,856 | $3,043+26.7% | $3,943-2.2% | $2,728+41.3% |
| Participant deferral / active EE | $6,310 | $8,282-23.8% | $8,091-22.0% | $4,651+35.7% |
| Admin fee / account holder | $29 | $172-83.2% | $7,906-99.6% | $433-93.3% |