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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $61,725 |
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 & MCLEANNAN COMPANIES, INC. Service code 16 · EIN 36-2668272 | Consulting | $16,667 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,981 |
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 | $116,791 | $70,115+66.6% | $70,589+65.5% | $80,187+45.6% |
| Participation rate | 95.4% | 71.7%+23.7pp | 68.4%+27.0pp | 72.9%+22.4pp |
| Annual return | 4.29% | 134.51%-130.2pp | 32.80%-28.5pp | 40.40%-36.1pp |
| Employer contribution / active EE | $6,306 | $3,021+108.8% | $2,977+111.8% | $2,980+111.7% |
| Participant deferral / active EE | $13,970 | $4,495+210.8% | $4,569+205.7% | $5,016+178.5% |
| Admin fee / account holder | $47 | $112-58.2% | $6,430-99.3% | $145-67.6% |