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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $37,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,091 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $17,867 |
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 | $144,091 | $81,948+75.8% | $90,767+58.7% | $64,829+122.3% |
| Participation rate | 98.9% | 80.5%+18.4pp | 75.7%+23.2pp | 71.5%+27.4pp |
| Annual return | -14.19% | -12.53%-1.7pp | -12.16%-2.0pp | 32.85%-47.0pp |
| Employer contribution / active EE | $7,737 | $3,067+152.2% | $2,922+164.8% | $2,507+208.6% |
| Participant deferral / active EE | $8,268 | $4,844+70.7% | $4,565+81.1% | $4,312+91.8% |
| Admin fee / account holder | $263 | $157+67.7% | $8,445-96.9% | $188+40.2% |