| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,225,872 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $775,577 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $64,500 |
MITCHELL & TITUS, LLP8+ years Filed as: MITCHELL AND TITUS Service code 10 · EIN 13-2781641 | Accounting | $59,890 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $23,722 |
HEWITT ASSOCIATES LLC8+ years Filed as: HEWITT ENNISKNUPP INC Service code 16 · EIN 36-3109431 | Consulting | $22,125 |
Filed as: BARROW WEATHERHEAD LENT LLP Service code 29 PO BOX 368 · SWAMPSCOTT, MA 019073368 | Legal | $12,238 |
Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $0 |
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 | $70,481 | $90,672-22.3% | $125,401-43.8% | $89,433-21.2% |
| Participation rate | 94.0% | 72.3%+21.7pp | 82.4%+11.6pp | 71.3%+22.8pp |
| Annual return | -17.93% | -6.42%-11.5pp | 572.53%-590.5pp | -11.88%-6.0pp |
| Employer contribution / active EE | $3,727 | $3,032+22.9% | $4,816-22.6% | $3,021+23.4% |
| Participant deferral / active EE | $8,968 | $7,210+24.4% | $7,448+20.4% | $5,125+75.0% |
| Admin fee / account holder | $43 | $69-37.7% | $10,008-99.6% | $79-45.8% |