| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $2,391,630 |
FINANCIAL ENGINES2 years Service code 16 · EIN 94-3250323 | Consulting | $1,835,769 |
AON CONSULTING3+ years Service code 16 · EIN 22-2232264 | Consulting | $86,529 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $54,844 |
Filed as: WASHINGTON, PITTMAN & MCKEEVER Service code 10 · EIN 36-4189747 | Accounting | $24,630 |
Service code 14 · EIN 23-3063219 | Plan Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,830 | $80,976+176.4% | $97,995+128.4% | $80,976+176.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 82.4%+13.8pp | 68.3%+27.9pp |
| Annual return | 16.72% | 22.91%-6.2pp | 23.94%-7.2pp | 22.91%-6.2pp |
| Employer contribution / active EE | $3,768 | $2,402+56.8% | $4,158-9.4% | $2,402+56.8% |
| Participant deferral / active EE | $9,592 | $3,848+149.3% | $5,097+88.2% | $3,848+149.3% |
| Admin fee / account holder | $123 | $67+82.1% | $5,943-97.9% | $67+82.1% |