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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $182,764 |
FINANCIAL ENGINES10+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $88,020 |
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $19,980 |
MERCER1 year Service code 26 · EIN 30-0282430 | Advisory (Participants) | $18,605 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,365 | $110,258-34.4% | $102,460-29.4% | $200,096-63.8% |
| Participation rate | 95.3% | 86.3%+9.0pp | 76.5%+18.8pp | 72.0%+23.3pp |
| Annual return | 12.88% | 35.78%-22.9pp | 29.47%-16.6pp | 34.26%-21.4pp |
| Employer contribution / active EE | $3,642 | $3,605+1.0% | $3,025+20.4% | $3,038+19.9% |
| Participant deferral / active EE | $5,771 | $6,377-9.5% | $5,056+14.1% | $5,090+13.4% |
| Admin fee / account holder | $160 | $122+31.0% | $9,460-98.3% | $269-40.5% |