Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREERWALKER LLP2 years Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $9,800 |
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,312 | $130,294-96.7% | $170,055-97.5% | $71,535-94.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 4.59% | 20.36%-15.8pp | 53.43%-48.8pp | 28.97%-24.4pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,292-100.0% |
| Admin fee / account holder | $43 | $966-95.5% | $12,828-99.7% | $1,589-97.3% |