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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $32,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,690 |
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 | $174,551 | $84,784+105.9% | $98,462+77.3% | $74,478+134.4% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 15.82% | 20.59%-4.8pp | 21.20%-5.4pp | 34.37%-18.5pp |
| Employer contribution / active EE | $8,255 | $3,364+145.4% | $3,049+170.7% | $2,637+213.1% |
| Participant deferral / active EE | $8,267 | $5,218+58.4% | $4,738+74.5% | $4,530+82.5% |
| Admin fee / account holder | $178 | $204-13.1% | $8,875-98.0% | $347-48.8% |