| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $859,837 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,338 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,192 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,911 | $117,928+22.9% | $78,002+85.8% | $65,292+121.9% |
| Participation rate | 97.1% | 85.6%+11.5pp | 75.5%+21.5pp | 72.4%+24.6pp |
| Annual return | 45.87% | 11.37%+34.5pp | 425.99%-380.1pp | 11.84%+34.0pp |
| Employer contribution / active EE | $8,374 | $3,999+109.4% | $2,470+239.0% | $2,302+263.8% |
| Participant deferral / active EE | $6,147 | $5,945+3.4% | $3,497+75.8% | $3,579+71.8% |
| Admin fee / account holder | $64 | $66-3.4% | $5,481-98.8% | $57+11.5% |