| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $195,073 |
GEORGE JOHNSON & COMPANY4+ years Service code 10 · EIN 38-2029668 | Accounting | $16,350 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$147,405 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $176,610 | $65,118+171.2% | $76,768+130.1% | $55,727+216.9% |
| Participation rate | 98.9% | 79.6%+19.3pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | -5.00% | -1.27%-3.7pp | 2.43%-7.4pp | 244.94%-249.9pp |
| Employer contribution / active EE | $8,354 | $1,941+330.4% | $2,485+236.1% | $2,078+302.0% |
| Participant deferral / active EE | $15,676 | $3,688+325.0% | $3,852+307.0% | $3,356+367.1% |
| Admin fee / account holder | $25 | $116-78.4% | $6,676-99.6% | $115-78.3% |