Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $122,854-36.9% | $184,200-57.9% | $199,768-61.2% |
| Participation rate | 88.9% | 87.0%+1.9pp | 86.8%+2.1pp | 72.0%+16.9pp |
| Annual return | 13.71% | 143.99%-130.3pp | 28.80%-15.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,552 | $4,588-44.4% | $6,424-60.3% | $3,037-16.0% |
| Participant deferral / active EE | $4,035 | $7,995-49.5% | $9,132-55.8% | $5,090-20.7% |
| Admin fee / account holder | $92 | $120-23.7% | $13,907-99.3% | $269-65.9% |