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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $71,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,389 |
FRAZIER & DEETER, LLC7+ years Service code 10 · EIN 58-1433845 | Accounting | $13,000 |
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 | $122,016 | $78,339+55.8% | $85,708+42.4% | $93,010+31.2% |
| Participation rate | 93.9% | 72.5%+21.4pp | 69.9%+24.0pp | 73.9%+20.0pp |
| Annual return | 13.28% | 21.17%-7.9pp | 21.49%-8.2pp | 158.70%-145.4pp |
| Employer contribution / active EE | $4,346 | $2,560+69.8% | $2,618+66.0% | $2,705+60.7% |
| Participant deferral / active EE | $8,014 | $3,882+106.5% | $3,922+104.3% | $4,561+75.7% |
| Admin fee / account holder | $47 | $104-55.1% | $6,876-99.3% | $152-69.2% |