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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $136,185 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $55,411 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $17,859 |
CURCIO WEBB4 years Filed as: CURICO WEBB Service code 27 · EIN 36-4171366 | Advisory (Plan) | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,290 | $99,168+192.7% | $96,534+200.7% | $74,460+289.9% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 22.40% | 22.40%0pp | 25.88%-3.5pp | 34.38%-12.0pp |
| Employer contribution / active EE | $9,519 | $2,570+270.4% | $2,965+221.0% | $2,638+260.8% |
| Participant deferral / active EE | $16,816 | $4,936+240.7% | $4,851+246.7% | $4,530+271.2% |
| Admin fee / account holder | $147 | $225-34.8% | $8,253-98.2% | $348-57.9% |