Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $49,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,351 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,800 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,583 | $45,382+42.3% | $154,110-58.1% | $75,289-14.2% |
| Participation rate | 77.4% | 65.9%+11.5pp | 83.0%-5.6pp | 72.4%+5.0pp |
| Annual return | -4.53% | -0.47%-4.1pp | 735.22%-739.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $460 | $1,533-70.0% | $5,298-91.3% | $2,405-80.9% |
| Participant deferral / active EE | $4,025 | $2,384+68.8% | $5,081-20.8% | $3,739+7.6% |
| Admin fee / account holder | $42 | $89-53.4% | $13,412-99.7% | $102-59.3% |