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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,913 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$116,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,881 | $122,585+127.5% | $184,256+51.4% | $200,096+39.4% |
| Participation rate | 98.2% | 86.9%+11.3pp | 86.8%+11.4pp | 72.0%+26.2pp |
| Annual return | 88.91% | 144.12%-55.2pp | 28.85%+60.1pp | 34.26%+54.6pp |
| Employer contribution / active EE | $9,227 | $4,571+101.9% | $6,427+43.6% | $3,038+203.7% |
| Participant deferral / active EE | $10,367 | $7,972+30.0% | $9,133+13.5% | $5,090+103.7% |
| Admin fee / account holder | $90 | $120-25.2% | $13,899-99.4% | $269-66.6% |