Filed April 22, 2025 (most recent of 3 filings on file)
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 ENGINES11+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $639,176 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $568,037 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $81,488 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $37,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,183 | $126,505+36.1% | $161,149+6.8% | $126,505+36.1% |
| Participation rate | 93.7% | 81.0%+12.6pp | 78.8%+14.8pp | 81.0%+12.6pp |
| Annual return | 16.42% | 14.86%+1.6pp | 21.16%-4.7pp | 14.86%+1.6pp |
| Employer contribution / active EE | $3,191 | $4,041-21.0% | $4,360-26.8% | $4,041-21.0% |
| Participant deferral / active EE | $8,996 | $6,313+42.5% | $6,153+46.2% | $6,313+42.5% |
| Admin fee / account holder | $134 | $145-7.5% | $15,194-99.1% | $145-7.5% |