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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $881,475 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $399,911 |
MERCER3 years Service code 16 · EIN 36-2668272 | Consulting | $96,195 |
CROWE LLP1 year Filed as: CROWE Service code 16 · EIN 35-0921680 | Consulting | $60,375 |
MOSS ADAMS LLP11+ years Service code 16 · EIN 91-0189318 | Consulting | $10,000 |
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 | $169,121 | $126,505+33.7% | $88,179+91.8% | $126,505+33.7% |
| Participation rate | 97.0% | 81.0%+16.0pp | 69.1%+27.9pp | 81.0%+16.0pp |
| Annual return | 19.81% | 14.86%+5.0pp | 64.97%-45.2pp | 14.86%+5.0pp |
| Employer contribution / active EE | $4,454 | $4,041+10.2% | $2,549+74.7% | $4,041+10.2% |
| Participant deferral / active EE | $15,870 | $6,313+151.4% | $4,614+244.0% | $6,313+151.4% |
| Admin fee / account holder | $112 | $145-22.8% | $7,673-98.5% | $145-22.8% |