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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $212,892 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $62,625 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSEWATERS LLC Service code 10 · EIN 13-4008324 | Accounting | $31,137 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,039 | $122,585-19.2% | $184,256-46.2% | $200,096-50.5% |
| Participation rate | 96.2% | 86.9%+9.2pp | 86.8%+9.3pp | 72.0%+24.1pp |
| Annual return | 12.55% | 144.12%-131.6pp | 28.85%-16.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $3,742 | $4,571-18.1% | $6,427-41.8% | $3,038+23.2% |
| Participant deferral / active EE | $8,344 | $7,972+4.7% | $9,133-8.6% | $5,090+63.9% |
| Admin fee / account holder | $48 | $120-60.1% | $13,899-99.7% | $269-82.2% |