| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $43,708 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $24,675 |
FINANCIAL ENGINES3 years Service code 16 · EIN 94-3250323 | Consulting | $21,314 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,555 | $120,075+52.0% | $90,782+101.1% | $55,727+227.6% |
| Participation rate | 98.1% | 88.0%+10.1pp | 82.7%+15.4pp | 70.9%+27.2pp |
| Annual return | -5.48% | -3.47%-2.0pp | -3.42%-2.1pp | 244.94%-250.4pp |
| Employer contribution / active EE | $5,683 | $4,693+21.1% | $4,105+38.4% | $2,078+173.5% |
| Participant deferral / active EE | $10,712 | $6,826+56.9% | $5,366+99.6% | $3,356+219.2% |
| Admin fee / account holder | $281 | $111+152.2% | $5,908-95.2% | $115+144.1% |