| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $3,217,326 |
FINANCIAL ENGINES5 years Service code 16 · EIN 94-3250323 | Consulting | $2,579,432 |
AON CONSULTING6+ years Service code 16 · EIN 22-2232264 | Consulting | $78,797 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $31,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $28,988 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,635 | $106,273+135.8% | $112,977+121.8% | $106,273+135.8% |
| Participation rate | 96.2% | 70.8%+25.4pp | 82.6%+13.7pp | 70.8%+25.4pp |
| Annual return | 11.23% | 21.70%-10.5pp | 24.24%-13.0pp | 21.70%-10.5pp |
| Employer contribution / active EE | $4,849 | $2,722+78.1% | $4,255+14.0% | $2,722+78.1% |
| Participant deferral / active EE | $11,051 | $4,601+140.2% | $5,836+89.4% | $4,601+140.2% |
| Admin fee / account holder | $140 | $78+78.1% | $6,294-97.8% | $78+78.1% |