| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $978,515 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $553,061 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $382,049 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $220,354 | $100,589+119.1% | $136,298+61.7% | $177,276+24.3% |
| Participation rate | 97.5% | 77.4%+20.0pp | 81.9%+15.6pp | 74.8%+22.6pp |
| Annual return | 13.46% | 39.18%-25.7pp | 5156.27%-5142.8pp | 21.25%-7.8pp |
| Employer contribution / active EE | $4,126 | $3,259+26.6% | $4,696-12.1% | $2,479+66.4% |
| Participant deferral / active EE | $8,743 | $5,830+50.0% | $6,247+40.0% | $3,881+125.3% |
| Admin fee / account holder | $150 | $55+174.4% | $9,244-98.4% | $154-2.6% |