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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | $47,214 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,237 |
Filed as: FIDELITY INVEST. INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,180 | $87,621-72.4% | $86,439-72.0% | $77,912-69.0% |
| Participation rate | 94.6% | 85.8%+8.8pp | 80.3%+14.2pp | 73.7%+20.9pp |
| Annual return | -5.48% | -13.90%+8.4pp | 4395.55%-4401.0pp | 12.20%-17.7pp |
| Employer contribution / active EE | $3,529 | $3,474+1.6% | $3,769-6.4% | $2,848+23.9% |
| Participant deferral / active EE | $5,649 | $8,645-34.7% | $6,952-18.7% | $4,807+17.5% |
| Admin fee / account holder | $49 | $85-42.7% | $6,732-99.3% | $133-63.4% |