| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $663,811 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,853 | $58,202-22.9% | $172,757-74.0% | $89,609-49.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 82.6%-1.5pp | 69.6%+11.6pp |
| Annual return | 22.99% | 61.59%-38.6pp | 803.06%-780.1pp | 33.65%-10.7pp |
| Employer contribution / active EE | $1,581 | $1,759-10.1% | $5,144-69.3% | $2,584-38.8% |
| Participant deferral / active EE | $2,853 | $3,335-14.4% | $5,198-45.1% | $4,222-32.4% |
| Admin fee / account holder | $61 | $53+15.3% | $13,956-99.6% | $72-15.4% |