| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $140,879 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $59,432 |
CURCIO WEBB5 years Filed as: CURICO WEBB Service code 27 · EIN 36-4171366 | Advisory (Plan) | $52,500 |
Filed as: FIDELITY INVEST. INST. OP. CO Service code 60 | Sub-TA Fees | $0 |
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 | $328,367 | $89,123+268.4% | $102,460+220.5% | $77,762+322.3% |
| Participation rate | 83.7% | 80.9%+2.7pp | 76.5%+7.1pp | 70.6%+13.1pp |
| Annual return | 18.96% | 25.05%-6.1pp | 29.47%-10.5pp | 31.27%-12.3pp |
| Employer contribution / active EE | $12,780 | $2,700+373.3% | $3,025+322.4% | $2,728+368.5% |
| Participant deferral / active EE | $19,800 | $5,148+284.6% | $5,056+291.6% | $4,651+325.7% |
| Admin fee / account holder | $141 | $236-40.4% | $9,460-98.5% | $433-67.5% |