| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,333 |
FID INV INST OPS CO1+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,651 | $155,795-57.2% | $136,298-51.1% | $69,634-4.3% |
| Participation rate | 41.6% | 75.2%-33.6pp | 81.9%-40.3pp | 70.7%-29.0pp |
| Annual return | 19.67% | 232464.33%-232444.7pp | 5156.27%-5136.6pp | 27572.26%-27552.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,005 | $5,394-44.3% | $6,247-51.9% | $3,224-6.8% |
| Admin fee / account holder | $54 | $128-57.8% | $9,244-99.4% | $110-50.9% |