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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $163,076 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $103,948 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,400 | $82,546-47.4% | $140,019-69.0% | $75,289-42.4% |
| Participation rate | 92.8% | 88.4%+4.5pp | 87.5%+5.3pp | 72.4%+20.4pp |
| Annual return | -5.10% | -0.36%-4.7pp | 651.15%-656.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,133 | $3,856-44.7% | $5,605-61.9% | $2,405-11.3% |
| Participant deferral / active EE | $3,230 | $5,731-43.6% | $6,927-53.4% | $3,739-13.6% |
| Admin fee / account holder | $85 | $86-0.5% | $10,705-99.2% | $102-16.6% |