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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $41,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,468 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 49 · EIN 39-0859910 | Other Services | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,626 | $93,131+97.2% | $106,554+72.3% | $86,828+111.5% |
| Participation rate | 99.2% | 81.4%+17.8pp | 76.1%+23.1pp | 72.3%+26.9pp |
| Annual return | 10.37% | 19.45%-9.1pp | 26.80%-16.4pp | 97.95%-87.6pp |
| Employer contribution / active EE | $7,677 | $2,895+165.1% | $2,819+172.3% | $2,406+219.0% |
| Participant deferral / active EE | $8,677 | $4,708+84.3% | $4,398+97.3% | $4,132+110.0% |
| Admin fee / account holder | $285 | $145+96.3% | $7,408-96.2% | $170+68.0% |