| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 16 · EIN 77-0473565 | Consulting | $204,103 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $17,150 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $7,048 |
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 | $154,995 | $63,905+142.5% | $74,184+108.9% | $57,661+168.8% |
| Participation rate | 98.6% | 79.8%+18.8pp | 76.6%+22.0pp | 70.2%+28.4pp |
| Annual return | 6.91% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $8,057 | $1,840+337.8% | $2,370+239.9% | $1,974+308.2% |
| Participant deferral / active EE | $15,129 | $3,448+338.8% | $3,550+326.2% | $3,061+394.3% |
| Admin fee / account holder | $75 | $91-17.8% | $5,586-98.7% | $95-20.8% |