| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 16 · EIN 77-0473565 | Consulting | $205,456 |
CURCIO WEBB1+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $20,000 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 38-2029668 | Accounting | $16,650 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$28,744 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $136,306 | $72,770+87.3% | $67,652+101.5% | $55,191+147.0% |
| Participation rate | 98.0% | 78.8%+19.2pp | 75.7%+22.3pp | 69.2%+28.8pp |
| Annual return | 1.47% | -3.26%+4.7pp | 6625.40%-6623.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $10,699 | $1,769+504.7% | $2,266+372.2% | $1,899+463.5% |
| Participant deferral / active EE | $20,453 | $3,408+500.1% | $3,560+474.6% | $3,046+571.4% |
| Admin fee / account holder | $62 | $79-21.5% | $4,821-98.7% | $91-31.9% |