| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,028,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $651,338 |
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 | $169,051 | $167,668+0.8% | $100,415+68.4% | $106,553+58.7% |
| Participation rate | 98.9% | 87.6%+11.3pp | 81.5%+17.4pp | 69.8%+29.0pp |
| Annual return | 19.33% | 18.33%+1.0pp | 49.47%-30.1pp | 17.37%+2.0pp |
| Employer contribution / active EE | $5,169 | $4,908+5.3% | $3,943+31.1% | $3,359+53.9% |
| Participant deferral / active EE | $20,753 | $11,427+81.6% | $8,091+156.5% | $5,562+273.1% |
| Admin fee / account holder | $28 | $94-69.9% | $7,906-99.6% | $80-64.6% |