Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,328,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,330,528 |
FRAZIER & DEETER, LLC2+ years Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $25,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $568,622 | $93,789+506.3% | $67,836+738.2% | $329,111+72.8% |
| Participation rate | 99.8% | 65.9%+33.9pp | 68.8%+31.0pp | 67.9%+32.0pp |
| Annual return | 6.79% | 17.51%-10.7pp | 138.49%-131.7pp | 16.35%-9.6pp |
| Employer contribution / active EE | $32,333 | $3,924+723.9% | $2,404+1245.2% | $2,303+1303.7% |
| Participant deferral / active EE | $16,655 | $3,663+354.7% | $3,160+427.1% | $3,682+352.4% |
| Admin fee / account holder | $174 | $82+112.8% | $4,621-96.2% | $754-76.9% |