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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $313,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,620 | $88,122+271.8% | $141,162+132.1% | $67,579+384.8% |
| Participation rate | 96.8% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.6pp |
| Annual return | 20.50% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $10,118 | $3,224+213.8% | $4,735+113.7% | $2,148+371.1% |
| Participant deferral / active EE | $11,823 | $5,958+98.4% | $6,709+76.2% | $3,539+234.0% |
| Admin fee / account holder | $362 | $131+176.5% | $10,261-96.5% | $142+154.3% |