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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $122,143 |
COTTONWOOD ADVISORS, LLC5+ years Filed as: COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $39,595 |
Service code 29 · EIN 43-1706479 | Legal | $25,004 |
NOVAK BIRKS, P.C.5+ years Service code 10 · EIN 43-1122456 | Accounting | $13,267 |
MERTZ INSURANCE GROUP3 years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $9,270 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 16.53% | 11.52%+5.0pp | 10.56%+6.0pp | 16.32%+0.2pp |
| Employer contribution / active EE | $21,068 | $11,821+78.2% | $30,197-30.2% | $17,007+23.9% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |