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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 | $122,128-51.1% | $147,117-59.4% | $200,096-70.2% |
| Participation rate | 89.9% | 78.2%+11.7pp | 82.2%+7.7pp | 72.0%+17.9pp |
| Annual return | 50.90% | 30.58%+20.3pp | 420.54%-369.6pp | 34.26%+16.6pp |
| Employer contribution / active EE | $2,779 | $4,093-32.1% | $4,932-43.7% | $3,038-8.5% |
| Participant deferral / active EE | $8,460 | $8,484-0.3% | $8,065+4.9% | $5,090+66.2% |
| Admin fee / account holder | $83 | $180-53.5% | $12,993-99.4% | $269-69.0% |