Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $451,264 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,735 |
GREERWALKER LLP1 year Filed as: GREER WALKER Service code 10 · EIN 56-1434747 | Accounting | $15,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,865 | $129,756+30.9% | $170,055-0.1% | $103,657+63.9% |
| Participation rate | 97.5% | 91.3%+6.2pp | 87.0%+10.5pp | 73.4%+24.1pp |
| Annual return | 18.12% | 20.17%-2.1pp | 53.43%-35.3pp | 33.13%-15.0pp |
| Employer contribution / active EE | $4,684 | $5,236-10.6% | $6,790-31.0% | $3,216+45.7% |
| Participant deferral / active EE | $8,944 | $8,283+8.0% | $10,410-14.1% | $5,218+71.4% |
| Admin fee / account holder | $75 | $73+3.2% | $12,828-99.4% | $114-34.1% |