Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $564,965 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $110,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,159 | $145,513+28.6% | $184,256+1.6% | $99,313+88.5% |
| Participation rate | 100.0% | 90.3%+9.7pp | 86.8%+13.2pp | 71.7%+28.3pp |
| Annual return | 14.39% | 21.25%-6.9pp | 28.85%-14.5pp | 17.67%-3.3pp |
| Employer contribution / active EE | $5,465 | $5,354+2.1% | $6,427-15.0% | $3,264+67.4% |
| Participant deferral / active EE | $10,099 | $8,423+19.9% | $9,133+10.6% | $5,346+88.9% |
| Admin fee / account holder | $94 | $78+21.4% | $13,899-99.3% | $109-13.6% |