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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,926 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $20,063 |
MOSS ADAMS LLP4 years Service code 16 · EIN 91-0189318 | Consulting | $18,900 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,263 |
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 | $119,989 | $64,728+85.4% | $147,027-18.4% | $64,728+85.4% |
| Participation rate | 93.1% | 57.9%+35.2pp | 73.7%+19.4pp | 57.9%+35.2pp |
| Annual return | 11.95% | 49.38%-37.4pp | 20.23%-8.3pp | 49.38%-37.4pp |
| Employer contribution / active EE | $1,429 | $2,243-36.3% | $3,626-60.6% | $2,243-36.3% |
| Participant deferral / active EE | $7,568 | $2,729+177.3% | $4,933+53.4% | $2,729+177.3% |
| Admin fee / account holder | $238 | $1,145-79.2% | $12,223-98.1% | $1,145-79.2% |