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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $157,370 |
FINANCIAL ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $108,948 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,535 | $122,596-36.8% | $184,260-57.9% | $199,960-61.2% |
| Participation rate | 88.9% | 86.9%+2.0pp | 86.8%+2.1pp | 72.0%+16.9pp |
| Annual return | 13.71% | 144.14%-130.4pp | 28.84%-15.1pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,552 | $4,570-44.2% | $6,427-60.3% | $3,036-15.9% |
| Participant deferral / active EE | $4,035 | $7,972-49.4% | $9,133-55.8% | $5,087-20.7% |
| Admin fee / account holder | $92 | $120-23.8% | $13,898-99.3% | $269-65.9% |