Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,279,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,551,605 |
FRAZIER & DEETER, LLC1+ years Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $24,700 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $543,928 | $84,728+542.0% | $60,547+798.3% | $69,651+680.9% |
| Participation rate | 99.8% | 63.7%+36.1pp | 68.0%+31.9pp | 66.6%+33.3pp |
| Annual return | -0.78% | -1.91%+1.1pp | 335.64%-336.4pp | 53.77%-54.5pp |
| Employer contribution / active EE | $32,737 | $3,261+904.0% | $2,419+1253.2% | $2,241+1361.2% |
| Participant deferral / active EE | $15,500 | $3,056+407.2% | $3,328+365.8% | $3,635+326.4% |
| Admin fee / account holder | $177 | $74+139.1% | $4,536-96.1% | $63+180.3% |