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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $795,709 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WATSON WYATT Service code 16 · EIN 52-1868818 | Consulting | $119,507 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $30,603 |
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 | $87,566 | $140,910-37.9% | $76,030+15.2% | $106,553-17.8% |
| Participation rate | 96.3% | 64.1%+32.2pp | 69.1%+27.3pp | 69.8%+26.5pp |
| Annual return | 11.54% | 16.51%-5.0pp | 361.54%-350.0pp | 17.37%-5.8pp |
| Employer contribution / active EE | $4,354 | $5,354-18.7% | $2,688+62.0% | $3,359+29.6% |
| Participant deferral / active EE | $6,307 | $5,004+26.0% | $4,257+48.2% | $5,562+13.4% |
| Admin fee / account holder | $94 | $117-19.5% | $6,421-98.5% | $80+18.6% |