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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $70,587 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $26,585 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,726 | $63,321+49.6% | $68,815+37.7% | $77,906+21.6% |
| Participation rate | 96.2% | 71.1%+25.1pp | 69.0%+27.2pp | 73.7%+22.5pp |
| Annual return | -24.78% | -6.50%-18.3pp | -6.37%-18.4pp | 12.16%-36.9pp |
| Employer contribution / active EE | $5,479 | $2,794+96.1% | $2,656+106.3% | $2,846+92.5% |
| Participant deferral / active EE | $10,449 | $4,029+159.3% | $3,943+165.0% | $4,805+117.5% |
| Admin fee / account holder | $47 | $104-54.8% | $4,936-99.0% | $133-64.5% |