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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $95,569 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $43,534 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,937 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES INC Service code 16 · EIN 36-2668272 | Consulting | $20,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,318 | $81,301-38.1% | $76,030-33.8% | $200,096-74.9% |
| Participation rate | 96.5% | 70.1%+26.4pp | 69.1%+27.4pp | 72.0%+24.5pp |
| Annual return | 15.25% | 16.31%-1.1pp | 361.54%-346.3pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,537 | $3,352-24.3% | $2,688-5.6% | $3,038-16.5% |
| Participant deferral / active EE | $4,654 | $4,721-1.4% | $4,257+9.3% | $5,090-8.6% |
| Admin fee / account holder | $46 | $145-68.4% | $6,421-99.3% | $269-83.0% |