| 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 | $19,120 |
FINANCIAL ENGINES5 years Service code 16 · EIN 94-3250323 | Consulting | $13,536 |
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 | $256,790 | $160,088+60.4% | $112,977+127.3% | $73,415+249.8% |
| Participation rate | 84.9% | 90.7%-5.9pp | 82.6%+2.3pp | 72.2%+12.7pp |
| Annual return | 11.34% | 17.93%-6.6pp | 24.24%-12.9pp | 59.30%-48.0pp |
| Employer contribution / active EE | $3,943 | $5,200-24.2% | $4,255-7.3% | $2,234+76.5% |
| Participant deferral / active EE | $11,162 | $8,024+39.1% | $5,836+91.3% | $3,806+193.3% |
| Admin fee / account holder | $214 | $133+60.9% | $6,294-96.6% | $158+35.2% |