| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Service code 16 · EIN 94-3250323 | Consulting | $5,450,182 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $2,117,602 |
AON CONSULTING7+ years Service code 16 · EIN 22-2232264 | Consulting | $71,475 |
MITCHELL & TITUS, LLP4 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $33,075 |
EXELON BUSINESS SERVICES CO5 years Service code 14 · EIN 23-3063219 | Plan Administrator | $0 |
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 | $273,252 | $106,520+156.5% | $119,237+129.2% | $106,520+156.5% |
| Participation rate | 95.6% | 71.3%+24.3pp | 82.7%+12.9pp | 71.3%+24.3pp |
| Annual return | 14.23% | 19.28%-5.1pp | 30.70%-16.5pp | 19.28%-5.1pp |
| Employer contribution / active EE | $4,264 | $2,840+50.1% | $4,383-2.7% | $2,840+50.1% |
| Participant deferral / active EE | $11,025 | $4,948+122.8% | $6,112+80.4% | $4,948+122.8% |
| Admin fee / account holder | $180 | $75+142.1% | $7,229-97.5% | $75+142.1% |