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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $66,544 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $42,740 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $15,866 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$80,784 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,036 | $105,173+73.1% | $87,102+109.0% | $77,775+134.1% |
| Participation rate | 74.6% | 85.8%-11.2pp | 76.9%-2.3pp | 73.2%+1.3pp |
| Annual return | 14.56% | 24.52%-10.0pp | 28.19%-13.6pp | 32.58%-18.0pp |
| Employer contribution / active EE | $6,454 | $2,890+123.3% | $2,521+156.0% | $2,504+157.8% |
| Participant deferral / active EE | $8,934 | $5,048+77.0% | $4,048+120.7% | $3,966+125.3% |
| Admin fee / account holder | $126 | $105+20.5% | $7,493-98.3% | $100+25.9% |