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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $82,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,483 | $87,621+68.3% | $86,460+70.6% | $77,906+89.3% |
| Participation rate | 97.1% | 85.8%+11.3pp | 80.3%+16.8pp | 73.7%+23.4pp |
| Annual return | -13.36% | -13.90%+0.5pp | 4399.82%-4413.2pp | 12.16%-25.5pp |
| Employer contribution / active EE | $4,816 | $3,474+38.7% | $3,771+27.7% | $2,846+69.2% |
| Participant deferral / active EE | $11,300 | $8,645+30.7% | $6,954+62.5% | $4,805+135.2% |
| Admin fee / account holder | $86 | $85+2.0% | $6,727-98.7% | $133-34.9% |