Filed April 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $758,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $561,289 |
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 | $145,296 | $86,580+67.8% | $146,649-0.9% | $101,555+43.1% |
| Participation rate | 92.4% | 80.7%+11.6pp | 80.1%+12.3pp | 74.5%+17.8pp |
| Annual return | 15.16% | 30.94%-15.8pp | 22.75%-7.6pp | 21.00%-5.8pp |
| Employer contribution / active EE | $3,536 | $2,512+40.8% | $4,137-14.5% | $2,972+19.0% |
| Participant deferral / active EE | $7,088 | $4,413+60.6% | $5,506+28.7% | $4,874+45.4% |
| Admin fee / account holder | $125 | $71+75.6% | $10,281-98.8% | $139-10.1% |