| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 16 · EIN 94-3250323 | Consulting | $19,177 |
Service code 50 · EIN 04-2647786 | Direct Payment | $6,778 |
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 | $42,019 | $48,277-13.0% | $63,244-33.6% | $55,191-23.9% |
| Participation rate | 49.8% | 69.4%-19.6pp | 71.0%-21.2pp | 69.2%-19.3pp |
| Annual return | 0.14% | 2.37%-2.2pp | -70.31%+70.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $618 | $1,592-61.2% | $2,322-73.4% | $1,899-67.5% |
| Participant deferral / active EE | $1,315 | $2,432-45.9% | $2,953-55.5% | $3,046-56.8% |
| Admin fee / account holder | $31 | $86-64.4% | $5,893-99.5% | $91-66.3% |