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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $65,096 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $54,248 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $14,090 |
FRAZIER & DEETER, LLC8+ years Service code 10 · EIN 58-1433845 | Accounting | $8,400 |
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 | $33,522 | $63,321-47.1% | $68,815-51.3% | $77,906-57.0% |
| Participation rate | 92.0% | 71.1%+20.9pp | 69.0%+23.0pp | 73.7%+18.3pp |
| Annual return | -17.31% | -6.50%-10.8pp | -6.37%-10.9pp | 12.16%-29.5pp |
| Employer contribution / active EE | $2,008 | $2,794-28.1% | $2,656-24.4% | $2,846-29.5% |
| Participant deferral / active EE | $3,624 | $4,029-10.1% | $3,943-8.1% | $4,805-24.6% |
| Admin fee / account holder | $31 | $104-70.0% | $4,936-99.4% | $133-76.4% |