| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $902,168 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $465,729 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 16 · EIN 22-2232264 | Consulting | $63,333 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $54,583 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $33,072 |
Filed as: MARATHAS, BARROW, WEATHERHEAD, LENT Service code 16 · EIN 47-3430297 | Consulting | $28,964 |
Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,208 | $71,505-15.8% | $123,553-51.3% | $73,367-17.9% |
| Participation rate | 93.4% | 64.9%+28.5pp | 82.3%+11.1pp | 69.5%+23.9pp |
| Annual return | -4.75% | 6.94%-11.7pp | 119.21%-124.0pp | 173.45%-178.2pp |
| Employer contribution / active EE | $3,451 | $2,011+71.6% | $4,628-25.4% | $2,499+38.1% |
| Participant deferral / active EE | $7,707 | $4,928+56.4% | $6,426+19.9% | $4,033+91.1% |
| Admin fee / account holder | $37 | $66-44.3% | $9,284-99.6% | $68-46.3% |