Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 77-0473565 | Advisory (Participants) | $220,029 |
FRONTIER ASSET MANAGEMENT6 years Service code 26 · EIN 83-0331917 | Advisory (Participants) | $59,358 |
BUCK GLOBAL, LLC4 years Service code 27 · EIN 83-1116912 | Advisory (Plan) | $37,500 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST GLOBAL INVESTMENTS Service code 28 · EIN 45-6138589 | Investment Management | $27,820 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $23,750 |
INHUB LLC1 year Filed as: INHUB, LLC Service code 16 · EIN 46-4111341 | Consulting | $16,750 |
KEITER7+ years Service code 10 · EIN 54-1631262 | Accounting | $15,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$260,368 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $474,409 | $95,388+397.3% | $125,401+278.3% | $77,906+509.0% |
| Participation rate | 92.2% | 78.6%+13.6pp | 82.4%+9.9pp | 73.7%+18.5pp |
| Annual return | 6.09% | 116.19%-110.1pp | 572.53%-566.4pp | 12.16%-6.1pp |
| Employer contribution / active EE | $12,244 | $3,666+234.0% | $4,816+154.2% | $2,846+330.2% |
| Participant deferral / active EE | $14,328 | $7,711+85.8% | $7,448+92.4% | $4,805+198.2% |
| Admin fee / account holder | $52 | $119-56.4% | $10,008-99.5% | $133-60.9% |