| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $960,563 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,420 |
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 | $40,869 | $68,330-40.2% | $149,740-72.7% | $96,393-57.6% |
| Participation rate | 74.9% | 74.6%+0.3pp | 78.8%-3.9pp | 71.3%+3.6pp |
| Annual return | 19.27% | 29.64%-10.4pp | 134.51%-115.2pp | 22.88%-3.6pp |
| Employer contribution / active EE | $1,780 | $2,139-16.8% | $4,821-63.1% | $3,239-45.0% |
| Participant deferral / active EE | $3,673 | $4,422-16.9% | $5,683-35.4% | $5,455-32.7% |
| Admin fee / account holder | $52 | $52-0.3% | $13,222-99.6% | $74-29.9% |