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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $44,860 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,826 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,300 | $105,248+154.0% | $147,318+81.4% | $71,012+276.4% |
| Participation rate | 85.7% | 66.1%+19.5pp | 82.1%+3.6pp | 58.6%+27.1pp |
| Annual return | 14.09% | 26.02%-11.9pp | 70.43%-56.3pp | 37.67%-23.6pp |
| Employer contribution / active EE | $1,760 | $3,785-53.5% | $4,593-61.7% | $2,348-25.0% |
| Participant deferral / active EE | $17,010 | $6,452+163.6% | $7,906+115.1% | $3,246+424.0% |
| Admin fee / account holder | $84 | $862-90.3% | $13,708-99.4% | $1,167-92.8% |