| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,741 |
FID INV INST OPS CO2+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,738 | $75,388-19.4% | $123,553-50.8% | $55,727+9.0% |
| Participation rate | 42.2% | 75.7%-33.5pp | 82.3%-40.1pp | 70.9%-28.7pp |
| Annual return | -5.04% | 4.48%-9.5pp | 119.21%-124.2pp | 244.94%-250.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,995 | $5,651-47.0% | $6,426-53.4% | $3,356-10.8% |
| Admin fee / account holder | $47 | $120-60.5% | $9,284-99.5% | $115-58.9% |