| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $370,044 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $346,717 |
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 | $130,777 | $68,110+92.0% | $155,556-15.9% | $99,313+31.7% |
| Participation rate | 96.4% | 67.8%+28.6pp | 78.2%+18.1pp | 71.7%+24.7pp |
| Annual return | 14.30% | 16.16%-1.9pp | 64.84%-50.5pp | 17.67%-3.4pp |
| Employer contribution / active EE | $5,140 | $2,291+124.4% | $4,675+9.9% | $3,264+57.5% |
| Participant deferral / active EE | $9,112 | $3,865+135.8% | $5,631+61.8% | $5,346+70.5% |
| Admin fee / account holder | $95 | $94+1.3% | $15,885-99.4% | $109-12.7% |