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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $33,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,046 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $19,329 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,786 | $78,607+156.7% | $105,624+91.0% | $74,478+170.9% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.7pp |
| Annual return | 6.61% | 15.96%-9.3pp | 116.20%-109.6pp | 1370.56%-1364.0pp |
| Employer contribution / active EE | $9,379 | $2,523+271.7% | $3,168+196.1% | $2,626+257.1% |
| Participant deferral / active EE | $9,626 | $4,325+122.6% | $5,013+92.0% | $4,350+121.3% |
| Admin fee / account holder | $271 | $2,220-87.8% | $10,961-97.5% | $1,946-86.1% |