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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Plan) | $46,404 |
Filed as: BLUECROSS BLUE SHIELD ASSOCIATION Service code 23 · EIN 13-5656874 | Insurance services | $39,830 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,110 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,041 | $80,354-29.0% | $133,975-57.4% | $63,975-10.8% |
| Participation rate | 99.5% | 87.5%+12.0pp | 87.1%+12.4pp | 71.1%+28.4pp |
| Annual return | 10.48% | 13.11%-2.6pp | 29.29%-18.8pp | 48.65%-38.2pp |
| Employer contribution / active EE | $4,851 | $3,503+38.5% | $5,211-6.9% | $2,182+122.3% |
| Participant deferral / active EE | $6,796 | $5,239+29.7% | $6,282+8.2% | $3,356+102.5% |
| Admin fee / account holder | $12 | $69-82.1% | $9,324-99.9% | $70-82.4% |