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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,993 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $56,584 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,206 | $72,303+123.0% | $86,717+85.9% | $64,829+148.7% |
| Participation rate | 96.4% | 80.4%+16.0pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -15.62% | 392.77%-408.4pp | 35.97%-51.6pp | 32.85%-48.5pp |
| Employer contribution / active EE | $4,732 | $2,393+97.8% | $2,837+66.8% | $2,507+88.8% |
| Participant deferral / active EE | $9,379 | $4,660+101.3% | $4,657+101.4% | $4,312+117.5% |
| Admin fee / account holder | $131 | $174-25.0% | $7,494-98.3% | $188-30.5% |