| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $612,554 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $323,351 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $48,300 |
MERCER2 years Service code 16 · EIN 30-0282430 | Consulting | $46,706 |
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 | $136,504 | $41,039+232.6% | $85,240+60.1% | $99,313+37.4% |
| Participation rate | 97.4% | 34.4%+63.0pp | 67.5%+29.9pp | 71.7%+25.7pp |
| Annual return | 17.64% | 17.44%+0.2pp | 66.75%-49.1pp | 17.67%0pp |
| Employer contribution / active EE | $4,167 | $1,106+276.8% | $2,735+52.3% | $3,264+27.7% |
| Participant deferral / active EE | $14,646 | $2,193+567.8% | $4,527+223.5% | $5,346+174.0% |
| Admin fee / account holder | $78 | $177-56.1% | $6,165-98.7% | $109-28.8% |