Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,499,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056,354 |
FRAZIER & DEETER, LLC5+ years Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $38,950 |
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 | $750,346 | $106,734+603.0% | $75,906+888.5% | $89,609+737.4% |
| Participation rate | 99.9% | 65.6%+34.2pp | 69.3%+30.6pp | 69.6%+30.3pp |
| Annual return | 21.46% | 24.20%-2.7pp | 30.73%-9.3pp | 33.65%-12.2pp |
| Employer contribution / active EE | $38,293 | $3,939+872.1% | $2,501+1430.9% | $2,584+1381.8% |
| Participant deferral / active EE | $18,325 | $3,965+362.2% | $3,604+408.5% | $4,222+334.0% |
| Admin fee / account holder | $159 | $80+98.1% | $5,421-97.1% | $72+121.5% |