Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $11,405,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,482,044 |
FRAZIER & DEETER, LLC4+ years Service code 10 · EIN 58-1433845 | Accounting | $21,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $136,111 | $96,540+41.0% | $67,313+102.2% | $73,367+85.5% |
| Participation rate | 88.2% | 65.8%+22.4pp | 69.1%+19.1pp | 69.5%+18.7pp |
| Annual return | -5.28% | -4.11%-1.2pp | -4.08%-1.2pp | 173.45%-178.7pp |
| Employer contribution / active EE | $5,732 | $4,087+40.3% | $2,566+123.4% | $2,499+129.4% |
| Participant deferral / active EE | $7,194 | $3,965+81.4% | $3,568+101.6% | $4,033+78.4% |
| Admin fee / account holder | $173 | $100+73.4% | $4,507-96.2% | $68+152.8% |