Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $371,147 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $145,962 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,580 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTER Service code 29 · EIN 52-1219029 | Legal | $23,996 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,254 | $107,415-11.3% | $135,998-30.0% | $80,187+18.8% |
| Participation rate | 98.4% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 21.39% | 91.99%-70.6pp | 68.37%-47.0pp | 40.40%-19.0pp |
| Employer contribution / active EE | $3,806 | $3,878-1.9% | $4,860-21.7% | $2,980+27.7% |
| Participant deferral / active EE | $10,369 | $8,189+26.6% | $7,761+33.6% | $5,016+106.7% |
| Admin fee / account holder | $93 | $127-27.0% | $10,769-99.1% | $145-36.0% |