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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $333,947 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $93,000 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $84,679 |
WINDHAM BRANNON9 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $7,500 |
ELLIOTT GROUP CPAS, PLLC1 year Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
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 | $70,526 | $126,505-44.3% | $135,792-48.1% | $126,505-44.3% |
| Participation rate | 94.2% | 81.0%+13.2pp | 72.6%+21.7pp | 81.0%+13.2pp |
| Annual return | 17.40% | 14.86%+2.5pp | 25.96%-8.6pp | 14.86%+2.5pp |
| Employer contribution / active EE | $2,253 | $4,041-44.2% | $3,496-35.5% | $4,041-44.2% |
| Participant deferral / active EE | $5,476 | $6,313-13.3% | $4,759+15.1% | $6,313-13.3% |
| Admin fee / account holder | $60 | $145-58.5% | $12,266-99.5% | $145-58.5% |