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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 28 · EIN 77-0473565 | Investment Management | $284,348 |
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 | $296,422 | $96,900+205.9% | $111,392+166.1% | $75,289+293.7% |
| Participation rate | 93.4% | 85.9%+7.5pp | 78.9%+14.5pp | 72.4%+21.0pp |
| Annual return | -2.19% | 1.66%-3.9pp | -2.06%-0.1pp | -0.04%-2.2pp |
| Employer contribution / active EE | $8,599 | $5,520+55.8% | $4,328+98.7% | $2,405+257.5% |
| Participant deferral / active EE | $13,491 | $6,494+107.8% | $5,567+142.3% | $3,739+260.9% |
| Admin fee / account holder | $91 | $105-13.6% | $12,266-99.3% | $102-11.3% |