| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $96,497 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,734 |
Filed as: SQUIRE & COMPANY, PC Service code 10 · EIN 87-0343246 | Accounting | $21,118 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$195,534 |
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 | $132,289 | $53,204+148.6% | $155,556-15.0% | $200,096-33.9% |
| Participation rate | 83.7% | 64.1%+19.6pp | 78.2%+5.4pp | 72.0%+11.6pp |
| Annual return | 17.13% | 41.02%-23.9pp | 64.84%-47.7pp | 34.26%-17.1pp |
| Employer contribution / active EE | $3,741 | $1,850+102.2% | $4,675-20.0% | $3,038+23.1% |
| Participant deferral / active EE | $10,711 | $3,163+238.6% | $5,631+90.2% | $5,090+110.4% |
| Admin fee / account holder | $0 | $186-99.8% | $15,885-100.0% | $269-99.8% |