| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY IIOC Service code 37 · EIN 04-2647786 | Loan Processing | $179,709 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $23,000 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $4,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,103 | $82,422+97.9% | $67,652+141.1% | $67,505+141.6% |
| Participation rate | 82.3% | 84.2%-1.9pp | 75.7%+6.7pp | 71.2%+11.1pp |
| Annual return | -13.34% | 12.72%-26.1pp | 6625.40%-6638.7pp | 6.52%-19.9pp |
| Employer contribution / active EE | $2,864 | $2,879-0.5% | $2,266+26.4% | $2,173+31.8% |
| Participant deferral / active EE | $5,379 | $5,020+7.1% | $3,560+51.1% | $3,597+49.6% |
| Admin fee / account holder | $29 | $53-44.7% | $4,821-99.4% | $56-47.6% |