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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,133 |
Annual investment return 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 | $194,311 | $66,319+193.0% | $93,621+107.6% | $65,188+198.1% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.3pp | 70.2%+28.9pp |
| Annual return | 16.40% | 42.59%-26.2pp | 32.76%-16.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $7,611 | $2,013+278.1% | $2,719+179.9% | $2,177+249.6% |
| Participant deferral / active EE | $8,298 | $3,343+148.2% | $4,070+103.9% | $3,514+136.1% |
| Admin fee / account holder | $213 | $6,900-96.9% | $7,890-97.3% | $847-74.9% |