Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323 | Contract Administrator | $224,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $227,278 | $55,470+309.7% | $155,556+46.1% | $74,478+205.2% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.2pp | 67.2%+22.3pp |
| Annual return | 11.00% | 269.80%-258.8pp | 64.84%-53.8pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $10,439 | $2,267+360.5% | $4,675+123.3% | $2,626+297.5% |
| Participant deferral / active EE | $7,486 | $2,838+163.8% | $5,631+33.0% | $4,350+72.1% |
| Admin fee / account holder | $707 | $1,744-59.5% | $15,885-95.6% | $1,946-63.7% |