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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,559 |
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 | -$12,482 |
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 | $35,959 | $103,918-65.4% | $94,672-62.0% | $80,169-55.1% |
| Participation rate | 96.9% | 85.8%+11.1pp | 80.8%+16.1pp | 72.9%+24.0pp |
| Annual return | 24.40% | 27.77%-3.4pp | 156.89%-132.5pp | 40.39%-16.0pp |
| Employer contribution / active EE | $3,327 | $3,539-6.0% | $3,673-9.4% | $2,978+11.7% |
| Participant deferral / active EE | $5,461 | $9,528-42.7% | $7,417-26.4% | $5,016+8.9% |
| Admin fee / account holder | $10 | $96-89.5% | $7,222-99.9% | $145-93.0% |