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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 | $145,174+84.1% | $182,262+46.7% | $69,255+286.0% |
| Participation rate | 85.7% | 77.3%+8.4pp | 84.2%+1.5pp | 69.0%+16.6pp |
| Annual return | 14.09% | 24.21%-10.1pp | 140.60%-126.5pp | 26.73%-12.6pp |
| Employer contribution / active EE | $1,760 | $4,864-63.8% | $5,046-65.1% | $2,645-33.5% |
| Participant deferral / active EE | $17,010 | $7,703+120.8% | $8,276+105.5% | $2,890+488.5% |
| Admin fee / account holder | $84 | $791-89.4% | $16,712-99.5% | $733-88.6% |