Filed October 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Service code 26 · EIN 77-0473565 | Advisory (Participants) | $45,236 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $31,798 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $16,605 |
KEITER2+ years Service code 10 · EIN 54-1631262 | Accounting | $13,931 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS LLC Service code 26 · EIN 13-4109249 | Advisory (Participants) | $12,074 |
Service code 26 · EIN 83-0331917 | Advisory (Participants) | $6,709 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,585 | $155,795+19.1% | $136,298+36.2% | $69,634+166.5% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 12.37% | 232464.33%-232452.0pp | 5156.27%-5143.9pp | 27572.26%-27559.9pp |
| Employer contribution / active EE | $9,826 | $2,991+228.5% | $4,696+109.3% | $2,032+383.5% |
| Participant deferral / active EE | $4,381 | $5,394-18.8% | $6,247-29.9% | $3,224+35.9% |
| Admin fee / account holder | $72 | $128-43.9% | $9,244-99.2% | $110-34.8% |