| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $248,544 |
CALLAN ASSOCIATES1 year Filed as: CALLAN HOLDINGS, INC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $33,355 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$52,287 |
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 | $214,026 | $111,651+91.7% | $86,645+147.0% | $101,555+110.7% |
| Participation rate | 42.7% | 83.2%-40.5pp | 71.7%-29.0pp | 74.5%-31.9pp |
| Annual return | 16.33% | 19.55%-3.2pp | 63.52%-47.2pp | 21.00%-4.7pp |
| Employer contribution / active EE | $3,263 | $3,410-4.3% | $2,496+30.8% | $2,972+9.8% |
| Participant deferral / active EE | $4,152 | $4,831-14.0% | $3,700+12.2% | $4,874-14.8% |
| Admin fee / account holder | $99 | $79+25.1% | $5,830-98.3% | $139-29.0% |