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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 1 PINE HILL DRIVE, SUITE 502 · QUINCY, MA 02169 | Advisory (Plan) | $134,259 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,635 | $59,093-14.3% | $97,295-48.0% | $77,762-34.9% |
| Participation rate | 97.0% | 67.8%+29.3pp | 72.7%+24.4pp | 70.6%+26.4pp |
| Annual return | 12.96% | 16.93%-4.0pp | 75.62%-62.7pp | 31.27%-18.3pp |
| Employer contribution / active EE | $0 | $1,727-100.0% | $2,723-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $4,264-100.0% | $4,651-100.0% |
| Admin fee / account holder | $246 | $346-28.9% | $5,646-95.6% | $433-43.2% |