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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $33,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,046 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $19,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,786 | $78,529+157.0% | $105,591+91.1% | $74,400+171.2% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.7pp |
| Annual return | 6.61% | 15.94%-9.3pp | 116.43%-109.8pp | 1367.51%-1360.9pp |
| Employer contribution / active EE | $9,379 | $2,522+271.9% | $3,166+196.2% | $2,624+257.4% |
| Participant deferral / active EE | $9,626 | $4,321+122.8% | $5,008+92.2% | $4,348+121.4% |
| Admin fee / account holder | $271 | $2,216-87.8% | $11,024-97.5% | $1,944-86.1% |