| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY IIOC Service code 37 · EIN 04-2647786 | Loan Processing | $289,645 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 10 · EIN 91-0675641 | Accounting | $9,050 |
Filed as: ADECCO Service code 49 · EIN 94-3286700 | Other Services | $8,849 |
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 | $187,061 | $88,581+111.2% | $74,184+152.2% | $65,292+186.5% |
| Participation rate | 86.3% | 86.2%+0.1pp | 76.6%+9.7pp | 72.4%+13.9pp |
| Annual return | 19.39% | 11.72%+7.7pp | 17.74%+1.7pp | 11.84%+7.5pp |
| Employer contribution / active EE | $2,964 | $3,021-1.9% | $2,370+25.1% | $2,302+28.8% |
| Participant deferral / active EE | $5,531 | $4,898+12.9% | $3,550+55.8% | $3,579+54.6% |
| Admin fee / account holder | $56 | $60-6.3% | $5,586-99.0% | $57-2.3% |