Filed April 2, 2026 (most recent of 4 filings on file)
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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 | $409,279 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,150 | $50,815+47.9% | $155,509-51.7% | $77,643-3.2% |
| Participation rate | 92.7% | 63.1%+29.6pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 7.97% | 34.80%-26.8pp | 64.67%-56.7pp | 31.24%-23.3pp |
| Employer contribution / active EE | $3,774 | $1,993+89.4% | $4,672-19.2% | $2,726+38.5% |
| Participant deferral / active EE | $5,727 | $2,822+102.9% | $5,626+1.8% | $4,647+23.2% |
| Admin fee / account holder | $319 | $437-26.9% | $15,912-98.0% | $430-25.9% |