Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,898 |
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $114,912 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $95,000 |
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $17,700 |
KEITER10+ years Service code 10 · EIN 54-1631262 | Accounting | $17,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$317,199 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $535,495 | $191,016+180.3% | $152,301+251.6% | $89,670+497.2% |
| Participation rate | 94.2% | 77.3%+16.9pp | 82.4%+11.8pp | 71.2%+23.1pp |
| Annual return | 6.28% | 16.37%-10.1pp | 80.50%-74.2pp | 19.66%-13.4pp |
| Employer contribution / active EE | $13,670 | $7,400+84.7% | $4,624+195.6% | $4,041+238.3% |
| Participant deferral / active EE | $16,727 | $9,699+72.5% | $8,004+109.0% | $3,962+322.2% |
| Admin fee / account holder | $28 | $215-87.0% | $14,398-99.8% | $352-92.1% |