| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 16 · EIN 77-0473565 | Consulting | $191,298 |
GEORGE JOHNSON & COMPANY3+ years Service code 10 · EIN 38-2029668 | Accounting | $12,350 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,078 |
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 | $187,469 | $69,305+170.5% | $82,312+127.8% | $69,634+169.2% |
| Participation rate | 99.6% | 80.3%+19.3pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 19.61% | 21.47%-1.9pp | 25.88%-6.3pp | 27572.26%-27552.6pp |
| Employer contribution / active EE | $7,977 | $1,887+322.9% | $2,428+228.5% | $2,032+292.5% |
| Participant deferral / active EE | $14,878 | $3,568+316.9% | $3,706+301.4% | $3,224+361.5% |
| Admin fee / account holder | $72 | $97-25.6% | $5,608-98.7% | $110-34.6% |