| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $766,604 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $256,215 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $25,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $657,307 | $65,292+906.7% | $71,671+817.1% | $77,958+743.2% |
| Participation rate | 98.1% | 67.4%+30.7pp | 68.7%+29.4pp | 71.6%+26.5pp |
| Annual return | 17.28% | 21.25%-4.0pp | 20.65%-3.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $31,485 | $2,085+1410.1% | $2,460+1180.0% | $2,310+1262.7% |
| Participant deferral / active EE | $774 | $3,008-74.3% | $3,438-77.5% | $3,537-78.1% |
| Admin fee / account holder | $102 | $84+20.2% | $5,558-98.2% | $97+4.2% |