| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Service code 16 · EIN 94-3250323 | Consulting | $28,924 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $28,917 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $7,348 |
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 | $272,310 | $133,040+104.7% | $119,237+128.4% | $79,395+243.0% |
| Participation rate | 82.2% | 80.9%+1.3pp | 82.7%-0.5pp | 70.7%+11.5pp |
| Annual return | 14.57% | 20.05%-5.5pp | 30.70%-16.1pp | 116.90%-102.3pp |
| Employer contribution / active EE | $3,226 | $4,390-26.5% | $4,383-26.4% | $2,428+32.9% |
| Participant deferral / active EE | $11,102 | $6,448+72.2% | $6,112+81.6% | $4,046+174.4% |
| Admin fee / account holder | $245 | $686-64.3% | $7,229-96.6% | $626-60.8% |