Filed July 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,763 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,452 | $104,919+5.3% | $116,228-5.0% | $85,563+29.1% |
| Participation rate | 79.9% | 78.6%+1.3pp | 74.6%+5.4pp | 66.0%+14.0pp |
| Annual return | 15.74% | 15.38%+0.4pp | 90.06%-74.3pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,499 | $3,485+29.1% | $2,994+50.3% | $2,654+69.6% |
| Participant deferral / active EE | $5,393 | $5,306+1.6% | $4,953+8.9% | $4,375+23.3% |
| Admin fee / account holder | $54 | $429-87.3% | $11,989-99.5% | $834-93.5% |