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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $202,904 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,079 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,887 | $150,541-38.3% | $145,433-36.1% | $103,975-10.7% |
| Participation rate | 93.9% | 81.1%+12.8pp | 82.1%+11.8pp | 72.5%+21.4pp |
| Annual return | 18.74% | 20.73%-2.0pp | 66.58%-47.8pp | 19.41%-0.7pp |
| Employer contribution / active EE | $1,552 | $5,177-70.0% | $4,554-65.9% | $3,722-58.3% |
| Participant deferral / active EE | $5,839 | $9,456-38.2% | $7,897-26.1% | $5,343+9.3% |
| Admin fee / account holder | $119 | $165-27.9% | $13,129-99.1% | $332-64.3% |