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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $274,706 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,677 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,657 | $95,438+283.1% | $135,998+168.9% | $74,478+391.0% |
| Participation rate | 97.5% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 17.30% | 32.61%-15.3pp | 68.37%-51.1pp | 34.37%-17.1pp |
| Employer contribution / active EE | $14,305 | $3,878+268.9% | $4,860+194.4% | $2,637+442.5% |
| Participant deferral / active EE | $14,769 | $7,790+89.6% | $7,761+90.3% | $4,530+226.0% |
| Admin fee / account holder | $263 | $259+1.4% | $10,769-97.6% | $347-24.4% |