| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $418,883 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $142,667 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 14 · EIN 13-3891517 | Plan Administrator | $25,333 |
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 | $374,617 | $65,292+473.8% | $71,671+422.7% | $77,958+380.5% |
| Participation rate | 96.0% | 67.4%+28.6pp | 68.7%+27.3pp | 71.6%+24.4pp |
| Annual return | 18.12% | 21.25%-3.1pp | 20.65%-2.5pp | 20.87%-2.7pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $15,194 | $3,008+405.0% | $3,438+341.9% | $3,537+329.6% |
| Admin fee / account holder | $54 | $84-36.3% | $5,558-99.0% | $97-44.7% |