| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $386,162 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,349 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,821 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $379,916 | $67,598+462.0% | $75,906+400.5% | $77,775+388.5% |
| Participation rate | 96.5% | 69.6%+27.0pp | 69.3%+27.3pp | 73.2%+23.3pp |
| Annual return | 22.65% | 23.18%-0.5pp | 30.73%-8.1pp | 32.58%-9.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $2,501-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $17,407 | $3,502+397.1% | $3,604+383.0% | $3,966+338.9% |
| Admin fee / account holder | $189 | $96+96.2% | $5,421-96.5% | $100+88.9% |