Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $357,401 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,555 | $136,780+26.2% | $189,534-9.0% | $101,555+69.9% |
| Participation rate | 97.9% | 90.9%+7.0pp | 87.8%+10.1pp | 74.5%+23.3pp |
| Annual return | 14.78% | 37.00%-22.2pp | 555.39%-540.6pp | 21.00%-6.2pp |
| Employer contribution / active EE | $8,154 | $4,857+67.9% | $6,162+32.3% | $2,972+174.4% |
| Participant deferral / active EE | $8,266 | $7,572+9.2% | $8,220+0.6% | $4,874+69.6% |
| Admin fee / account holder | $72 | $64+13.0% | $12,049-99.4% | $139-48.0% |