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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $258,860 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,820 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $63,286 | $104,544-39.5% | $96,534-34.4% | $80,157-21.0% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.0%+20.8pp | 72.9%+23.9pp |
| Annual return | 18.09% | 21.79%-3.7pp | 25.88%-7.8pp | 40.39%-22.3pp |
| Employer contribution / active EE | $3,365 | $3,527-4.6% | $2,965+13.5% | $2,977+13.0% |
| Participant deferral / active EE | $5,310 | $6,170-13.9% | $4,851+9.5% | $5,015+5.9% |
| Admin fee / account holder | $135 | $107+26.0% | $8,253-98.4% | $145-7.1% |