| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $292,430 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $622,317 | $57,606+980.3% | $67,313+824.5% | $75,289+726.6% |
| Participation rate | 98.3% | 68.2%+30.1pp | 69.1%+29.2pp | 72.4%+25.9pp |
| Annual return | -5.36% | -0.47%-4.9pp | -4.08%-1.3pp | -0.04%-5.3pp |
| Employer contribution / active EE | $33,021 | $2,206+1396.6% | $2,566+1187.0% | $2,405+1273.0% |
| Participant deferral / active EE | $959 | $3,195-70.0% | $3,568-73.1% | $3,739-74.3% |
| Admin fee / account holder | $117 | $83+41.3% | $4,507-97.4% | $102+14.3% |