Filed July 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,650 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $27,675 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $10,560 |
Filed as: DST ASSET MANAGER SOLUTION, INC. Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,103 | $52,122+28.7% | $104,294-35.7% | $64,808+3.5% |
| Participation rate | 66.0% | 56.0%+10.0pp | 73.3%-7.3pp | 71.5%-5.5pp |
| Annual return | -12.85% | 13.26%-26.1pp | 24.61%-37.5pp | 32.82%-45.7pp |
| Employer contribution / active EE | $228 | $1,627-86.0% | $3,372-93.2% | $2,506-90.9% |
| Participant deferral / active EE | $3,510 | $2,823+24.3% | $4,625-24.1% | $4,310-18.6% |
| Admin fee / account holder | $108 | $155-30.1% | $7,339-98.5% | $188-42.5% |