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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% | $76,030+55.3% | $200,096-41.0% |
| Participation rate | 75.4% | 70.1%+5.4pp | 69.1%+6.4pp | 72.0%+3.4pp |
| Annual return | 16.12% | 16.31%-0.2pp | 361.54%-345.4pp | 34.26%-18.1pp |
| Employer contribution / active EE | $3,822 | $3,352+14.0% | $2,688+42.2% | $3,038+25.8% |
| Participant deferral / active EE | $8,971 | $4,721+90.0% | $4,257+110.7% | $5,090+76.2% |
| Admin fee / account holder | $87 | $145-39.8% | $6,421-98.6% | $269-67.5% |