| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $31,068 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $25,560 |
FINANCIAL ENGINES1 year Service code 16 · EIN 94-3250323 | Consulting | $11,554 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,752 | $122,709+48.9% | $88,497+106.5% | $57,661+216.9% |
| Participation rate | 95.2% | 89.9%+5.3pp | 82.4%+12.8pp | 70.2%+25.0pp |
| Annual return | 7.25% | 10.63%-3.4pp | 7.63%-0.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $5,099 | $4,531+12.5% | $4,036+26.3% | $1,974+158.3% |
| Participant deferral / active EE | $11,573 | $6,704+72.6% | $4,899+136.2% | $3,061+278.1% |
| Admin fee / account holder | $150 | $93+62.4% | $6,220-97.6% | $95+59.2% |