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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,151 |
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,823 |
VERUS7 years Service code 16 · EIN 91-1320111 | Consulting | $8,129 |
HARLOWE & FALK LLP2 years Service code 29 · EIN 11-3662832 | Legal | $1,856 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $174,064 | $53,204+227.2% | $155,556+11.9% | $200,096-13.0% |
| Participation rate | 36.7% | 64.1%-27.4pp | 78.2%-41.5pp | 72.0%-35.3pp |
| Annual return | 14.04% | 41.02%-27.0pp | 64.84%-50.8pp | 34.26%-20.2pp |
| Employer contribution / active EE | $1,940 | $1,850+4.9% | $4,675-58.5% | $3,038-36.1% |
| Participant deferral / active EE | $2,663 | $3,163-15.8% | $5,631-52.7% | $5,090-47.7% |
| Admin fee / account holder | $129 | $186-30.8% | $15,885-99.2% | $269-52.3% |