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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,965 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,554 |
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 | $59,669 | $122,219-51.2% | $147,096-59.4% | $199,921-70.2% |
| Participation rate | 89.9% | 78.3%+11.6pp | 82.2%+7.7pp | 72.0%+17.9pp |
| Annual return | 50.90% | 30.59%+20.3pp | 419.75%-368.8pp | 34.28%+16.6pp |
| Employer contribution / active EE | $2,779 | $4,096-32.2% | $4,936-43.7% | $3,035-8.5% |
| Participant deferral / active EE | $8,460 | $8,503-0.5% | $8,071+4.8% | $5,089+66.3% |
| Admin fee / account holder | $83 | $179-53.4% | $13,005-99.4% | $269-69.0% |