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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 28 · EIN 77-0473565 | Investment Management | $384,320 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
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 | $319,537 | $98,217+225.3% | $105,754+202.2% | $63,975+399.5% |
| Participation rate | 93.9% | 81.9%+12.0pp | 78.9%+15.0pp | 71.1%+22.8pp |
| Annual return | 10.03% | 20.18%-10.1pp | 12.25%-2.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $9,213 | $4,802+91.9% | $4,079+125.9% | $2,182+322.3% |
| Participant deferral / active EE | $15,066 | $6,019+150.3% | $5,326+182.9% | $3,356+348.9% |
| Admin fee / account holder | $58 | $70-16.7% | $8,309-99.3% | $70-17.5% |