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) | $2,859,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,335,103 |
FRAZIER & DEETER, LLC4+ years Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $27,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $615,444 | $96,540+537.5% | $67,313+814.3% | $73,367+738.9% |
| Participation rate | 99.9% | 65.8%+34.1pp | 69.1%+30.8pp | 69.5%+30.4pp |
| Annual return | -5.40% | -4.11%-1.3pp | -4.08%-1.3pp | 173.45%-178.9pp |
| Employer contribution / active EE | $34,847 | $4,087+752.7% | $2,566+1258.2% | $2,499+1294.5% |
| Participant deferral / active EE | $17,439 | $3,965+339.8% | $3,568+388.7% | $4,033+332.4% |
| Admin fee / account holder | $181 | $100+81.4% | $4,507-96.0% | $68+164.4% |