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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $72,147 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $47,848 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $18,321 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 16 · EIN 36-2668272 | Consulting | $16,667 |
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 | $43,433 | $70,115-38.1% | $70,589-38.5% | $80,187-45.8% |
| Participation rate | 93.5% | 71.7%+21.9pp | 68.4%+25.2pp | 72.9%+20.6pp |
| Annual return | 18.77% | 134.51%-115.7pp | 32.80%-14.0pp | 40.40%-21.6pp |
| Employer contribution / active EE | $2,377 | $3,021-21.3% | $2,977-20.2% | $2,980-20.2% |
| Participant deferral / active EE | $4,523 | $4,495+0.6% | $4,569-1.0% | $5,016-9.8% |
| Admin fee / account holder | $37 | $112-67.4% | $6,430-99.4% | $145-74.8% |