Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $119,545 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,532 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 13 · EIN 13-5656874 | Contract Administrator | $29,538 |
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 | $123,292 | $95,776+28.7% | $162,185-24.0% | $77,775+58.5% |
| Participation rate | 97.6% | 88.6%+9.0pp | 87.6%+10.1pp | 73.2%+24.4pp |
| Annual return | 24.33% | 37.03%-12.7pp | 115.61%-91.3pp | 32.58%-8.2pp |
| Employer contribution / active EE | $7,132 | $3,874+84.1% | $5,613+27.1% | $2,504+184.8% |
| Participant deferral / active EE | $6,581 | $6,125+7.4% | $7,297-9.8% | $3,966+66.0% |
| Admin fee / account holder | $43 | $88-51.2% | $10,844-99.6% | $100-57.3% |