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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $304,527 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $188,953 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP, Service code 27 · EIN 33-0818667 | Advisory (Plan) | $93,096 |
GROOM LAW GROUP1 year Service code 27 · EIN 52-1219029 | Advisory (Plan) | $10,362 |
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 | $121,877 | $122,128-0.2% | $147,117-17.2% | $200,096-39.1% |
| Participation rate | 98.8% | 78.2%+20.6pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 16.28% | 30.58%-14.3pp | 420.54%-404.3pp | 34.26%-18.0pp |
| Employer contribution / active EE | $4,228 | $4,093+3.3% | $4,932-14.3% | $3,038+39.2% |
| Participant deferral / active EE | $12,000 | $8,484+41.4% | $8,065+48.8% | $5,090+135.8% |
| Admin fee / account holder | $107 | $180-40.3% | $12,993-99.2% | $269-60.2% |