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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,043 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$132,910 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,932 | $106,247+286.8% | $147,096+179.4% | $77,714+428.8% |
| Participation rate | 82.4% | 78.4%+4.0pp | 82.2%+0.2pp | 70.6%+11.8pp |
| Annual return | 13.15% | 56.87%-43.7pp | 419.75%-406.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $10,578 | $4,069+159.9% | $4,936+114.3% | $2,727+287.9% |
| Participant deferral / active EE | $9,534 | $7,996+19.2% | $8,071+18.1% | $4,649+105.1% |
| Admin fee / account holder | -$90 | $338-126.7% | $13,005-100.7% | $433-120.9% |