| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $27,540 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $19,657 |
FINANCIAL ENGINES5 years Service code 16 · EIN 94-3250323 | Consulting | $17,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $257,623 | $118,971+116.5% | $112,977+128.0% | $73,501+250.5% |
| Participation rate | 35.0% | 83.3%-48.4pp | 82.6%-47.6pp | 70.7%-35.7pp |
| Annual return | 8.79% | 17.79%-9.0pp | 24.24%-15.5pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,850 | $4,091-54.8% | $4,255-56.5% | $2,270-18.5% |
| Participant deferral / active EE | $4,949 | $6,133-19.3% | $5,836-15.2% | $3,740+32.3% |
| Admin fee / account holder | $273 | $573-52.3% | $6,294-95.7% | $513-46.7% |