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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,248 |
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 | $140,173 | $106,264+31.9% | $147,117-4.7% | $77,762+80.3% |
| Participation rate | 96.8% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 15.85% | 56.94%-41.1pp | 420.54%-404.7pp | 31.27%-15.4pp |
| Employer contribution / active EE | $5,026 | $4,074+23.4% | $4,932+1.9% | $2,728+84.2% |
| Participant deferral / active EE | $9,166 | $8,003+14.5% | $8,065+13.7% | $4,651+97.1% |
| Admin fee / account holder | $35 | $334-89.7% | $12,993-99.7% | $433-92.0% |