| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $207,429 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,622 |
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES LLC Service code 14 · EIN 94-3250323 | Plan Administrator | $6,295 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$135,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,138 | $94,339+79.3% | $75,501+124.0% | $177,276-4.6% |
| Participation rate | 39.3% | 80.3%-41.0pp | 72.4%-33.0pp | 74.8%-35.5pp |
| Annual return | 17.13% | 18.58%-1.5pp | 27.35%-10.2pp | 21.25%-4.1pp |
| Employer contribution / active EE | $2,772 | $2,982-7.0% | $2,352+17.9% | $2,479+11.8% |
| Participant deferral / active EE | $3,453 | $3,974-13.1% | $3,142+9.9% | $3,881-11.0% |
| Admin fee / account holder | $25 | $53-52.6% | $5,801-99.6% | $154-83.7% |