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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 | $106,110+287.3% | $147,005+179.5% | $77,671+429.1% |
| Participation rate | 82.4% | 78.4%+4.0pp | 82.2%+0.2pp | 70.6%+11.8pp |
| Annual return | 13.15% | 56.77%-43.6pp | 418.76%-405.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $10,578 | $4,065+160.2% | $4,934+114.4% | $2,726+288.0% |
| Participant deferral / active EE | $9,534 | $7,992+19.3% | $8,070+18.1% | $4,648+105.1% |
| Admin fee / account holder | -$90 | $338-126.8% | $13,006-100.7% | $430-121.0% |