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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,150 | $50,919+47.6% | $155,556-51.7% | $77,762-3.4% |
| Participation rate | 92.7% | 63.1%+29.7pp | 78.2%+14.5pp | 70.6%+22.2pp |
| Annual return | 7.97% | 34.84%-26.9pp | 64.84%-56.9pp | 31.27%-23.3pp |
| Employer contribution / active EE | $3,774 | $1,991+89.5% | $4,675-19.3% | $2,728+38.4% |
| Participant deferral / active EE | $5,727 | $2,824+102.8% | $5,631+1.7% | $4,651+23.1% |
| Admin fee / account holder | $319 | $437-26.9% | $15,885-98.0% | $433-26.3% |