| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN MID CAP VALUE FUND Service code 27 1111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Advisory (Plan) | $188,415 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,249 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $129,604 |
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 | $225,510 | $103,282+118.3% | $81,370+177.1% | $99,313+127.1% |
| Participation rate | 38.7% | 73.2%-34.5pp | 69.5%-30.8pp | 71.7%-33.0pp |
| Annual return | 17.45% | 15.11%+2.3pp | 24.85%-7.4pp | 17.67%-0.2pp |
| Employer contribution / active EE | $3,531 | $3,061+15.4% | $2,464+43.3% | $3,264+8.2% |
| Participant deferral / active EE | $4,588 | $4,549+0.9% | $3,885+18.1% | $5,346-14.2% |
| Admin fee / account holder | $110 | $78+40.3% | $5,749-98.1% | $109+0.8% |