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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $295,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,242 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,593 | $86,791+200.3% | $115,038+126.5% | $59,188+340.3% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.7pp | 69.4%+27.6pp |
| Annual return | -1.18% | 4.44%-5.6pp | 26.14%-27.3pp | 5.51%-6.7pp |
| Employer contribution / active EE | $11,180 | $2,950+279.0% | $4,608+142.6% | $2,098+432.9% |
| Participant deferral / active EE | $9,658 | $5,298+82.3% | $6,026+60.3% | $3,265+195.8% |
| Admin fee / account holder | $242 | $95+154.9% | $8,175-97.0% | $92+162.4% |