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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $151,054 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $90,581 |
CURCIO WEBB3 years Filed as: CURICO WEBB Service code 19 · EIN 36-4171366 | Securities Custodian | $70,000 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $25,811 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,322 | $72,254+229.8% | $86,677+175.0% | $64,808+267.7% |
| Participation rate | 96.7% | 80.4%+16.3pp | 76.6%+20.1pp | 71.5%+25.2pp |
| Annual return | -19.07% | 392.42%-411.5pp | 35.91%-55.0pp | 32.82%-51.9pp |
| Employer contribution / active EE | $9,120 | $2,393+281.1% | $2,836+221.5% | $2,506+263.9% |
| Participant deferral / active EE | $15,694 | $4,658+236.9% | $4,656+237.1% | $4,310+264.1% |
| Admin fee / account holder | $175 | $174+0.4% | $7,493-97.7% | $188-7.0% |