Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $48,924 |
CLS INVESTMENTS3+ years Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 13-4109249 | Advisory (Participants) | $14,457 |
Service code 27 · EIN 13-3954297 | Advisory (Plan) | $10,696 |
FRONTIER ASSET MANAGEMENT2 years Service code 16 · EIN 83-0331917 | Consulting | $7,957 |
KEITER3+ years Service code 10 · EIN 54-1631262 | Accounting | $7,885 |
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 | $207,777 | $75,388+175.6% | $123,553+68.2% | $55,727+272.8% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.3%+13.3pp | 70.9%+24.7pp |
| Annual return | 12.31% | 4.48%+7.8pp | 119.21%-106.9pp | 244.94%-232.6pp |
| Employer contribution / active EE | $9,604 | $3,063+213.5% | $4,628+107.5% | $2,078+362.1% |
| Participant deferral / active EE | $4,249 | $5,651-24.8% | $6,426-33.9% | $3,356+26.6% |
| Admin fee / account holder | $78 | $120-35.0% | $9,284-99.2% | $115-32.5% |