| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,268 |
MPC CAPITAL ADVISORS LLC6 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $53,520 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $19,950 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$167,901 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,266 | $122,128+226.1% | $147,117+170.7% | $200,096+99.0% |
| Participation rate | 88.2% | 78.2%+10.0pp | 82.2%+6.0pp | 72.0%+16.1pp |
| Annual return | 18.35% | 30.58%-12.2pp | 420.54%-402.2pp | 34.26%-15.9pp |
| Employer contribution / active EE | $6,563 | $4,093+60.4% | $4,932+33.1% | $3,038+116.1% |
| Participant deferral / active EE | $13,143 | $8,484+54.9% | $8,065+63.0% | $5,090+158.2% |
| Admin fee / account holder | -$8 | $180-104.7% | $12,993-100.1% | $269-103.1% |