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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $101,460 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $63,931 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $65,073 | $110,699-41.2% | $177,827-63.4% | $90,274-27.9% |
| Participation rate | 95.7% | 88.3%+7.4pp | 87.7%+8.0pp | 73.4%+22.4pp |
| Annual return | 18.16% | 22.79%-4.6pp | 48.32%-30.2pp | 53.97%-35.8pp |
| Employer contribution / active EE | $2,548 | $4,118-38.1% | $5,918-56.9% | $2,523+1.0% |
| Participant deferral / active EE | $3,956 | $6,731-41.2% | $7,713-48.7% | $4,231-6.5% |
| Admin fee / account holder | $57 | $90-37.0% | $12,429-99.5% | $114-50.3% |