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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $36,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,791 |
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 | $189,959 | $85,135+123.1% | $98,920+92.0% | $73,415+158.7% |
| Participation rate | 95.6% | 81.1%+14.5pp | 76.0%+19.6pp | 72.2%+23.4pp |
| Annual return | 9.38% | 19.14%-9.8pp | 196.47%-187.1pp | 59.30%-49.9pp |
| Employer contribution / active EE | $7,306 | $2,721+168.5% | $2,689+171.6% | $2,234+227.0% |
| Participant deferral / active EE | $8,036 | $4,349+84.8% | $4,245+89.3% | $3,806+111.1% |
| Admin fee / account holder | $218 | $139+56.2% | $6,643-96.7% | $158+37.8% |