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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $407,060 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $117,423 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $59,031 |
RXRESULTS, LLC1+ years Service code 14 · EIN 26-3233073 | Plan Administrator | $25,774 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE LEGAL PLANS, INC. Service code 14 · EIN 34-1650967 | Plan Administrator | $18,794 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,026 | $136,310-56.7% | $98,462-40.1% | $103,657-43.1% |
| Participation rate | 95.0% | 89.2%+5.7pp | 75.2%+19.8pp | 73.4%+21.6pp |
| Annual return | 0.00% | 19.67%-19.7pp | 21.20%-21.2pp | 33.13%-33.1pp |
| Employer contribution / active EE | $2,589 | $4,714-45.1% | $3,049-15.1% | $3,216-19.5% |
| Participant deferral / active EE | $4,019 | $7,358-45.4% | $4,738-15.2% | $5,218-23.0% |
| Admin fee / account holder | $79 | $76+3.1% | $8,875-99.1% | $114-31.2% |