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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $83,817 |
COOK STREET CONSULTING9+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $31,377 |
SEYFARTH SHAW LLP9+ years Service code 29 · EIN 36-2152202 | Legal | $10,110 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,651-100.0% | $135,998-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -92.57% | 79.36%-171.9pp | 68.37%-160.9pp | 373.99%-466.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,860-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,761-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,409-100.0% | $10,769-100.0% | $11,410-100.0% |