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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-2689044 | Distribution (12b-1) fees; Finders' f... | $570,883 |
FINANCIAL ENGINES4+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $316,788 |
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $79,008 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,781 | $88,480+99.8% | $96,683+82.8% | $80,160+120.5% |
| Participation rate | 98.9% | 79.9%+19.1pp | 74.3%+24.6pp | 72.9%+26.0pp |
| Annual return | 16.75% | 22.53%-5.8pp | 35.69%-18.9pp | 40.38%-23.6pp |
| Employer contribution / active EE | $3,478 | $4,176-16.7% | $3,737-6.9% | $2,978+16.8% |
| Participant deferral / active EE | $11,566 | $3,959+192.2% | $4,878+137.1% | $5,017+130.5% |
| Admin fee / account holder | $304 | $212+43.8% | $6,730-95.5% | $145+110.0% |