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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $407,656 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,388 |
Form 5500 reported that benefits due were not provided when due.
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 | $118,108 | $81,301+45.3% | $76,089+55.2% | $199,921-40.9% |
| Participation rate | 75.4% | 70.1%+5.4pp | 69.1%+6.3pp | 72.0%+3.4pp |
| Annual return | 16.12% | 16.31%-0.2pp | 360.94%-344.8pp | 34.28%-18.2pp |
| Employer contribution / active EE | $3,822 | $3,352+14.0% | $2,690+42.1% | $3,035+25.9% |
| Participant deferral / active EE | $8,971 | $4,721+90.0% | $4,259+110.6% | $5,089+76.3% |
| Admin fee / account holder | $87 | $145-39.8% | $6,418-98.6% | $269-67.5% |