| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $86,185 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $17,087 |
FINANCIAL ENGINES4 years Service code 16 · EIN 94-3250323 | Consulting | $13,174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,008 | $174,559+30.0% | $105,387+115.4% | $67,584+235.9% |
| Participation rate | 86.9% | 88.2%-1.3pp | 82.6%+4.3pp | 71.3%+15.6pp |
| Annual return | 20.43% | 23.63%-3.2pp | 26.82%-6.4pp | 378.59%-358.2pp |
| Employer contribution / active EE | $4,506 | $4,874-7.6% | $4,213+6.9% | $2,148+109.8% |
| Participant deferral / active EE | $10,244 | $7,563+35.5% | $5,502+86.2% | $3,540+189.4% |
| Admin fee / account holder | $419 | $270+55.0% | $6,559-93.6% | $142+194.5% |