| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $19,496 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $16,039 |
FINANCIAL ENGINES1 year Service code 16 · EIN 94-3250323 | Consulting | $7,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,513 | $91,051+141.1% | $88,497+148.0% | $55,167+297.9% |
| Participation rate | 97.8% | 79.5%+18.2pp | 82.4%+15.4pp | 69.0%+28.8pp |
| Annual return | 4.68% | 9.63%-4.9pp | 7.63%-2.9pp | 169.23%-164.5pp |
| Employer contribution / active EE | $5,354 | $3,430+56.1% | $4,036+32.6% | $1,963+172.8% |
| Participant deferral / active EE | $10,064 | $4,954+103.1% | $4,899+105.4% | $3,054+229.5% |
| Admin fee / account holder | $172 | $539-68.1% | $6,220-97.2% | $504-65.9% |