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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323 | Contract Administrator | $45,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,299 | $66,459-30.3% | $81,353-43.1% | $77,736-40.4% |
| Participation rate | 67.6% | 68.7%-1.1pp | 69.5%-2.0pp | 70.6%-3.0pp |
| Annual return | 10.22% | 15.95%-5.7pp | 24.82%-14.6pp | 31.26%-21.0pp |
| Employer contribution / active EE | $1,680 | $2,156-22.1% | $2,464-31.8% | $2,728-38.4% |
| Participant deferral / active EE | $2,909 | $3,674-20.8% | $3,885-25.1% | $4,651-37.5% |
| Admin fee / account holder | $196 | $585-66.6% | $5,766-96.6% | $433-54.8% |