Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $34,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,753 |
Form 5500 reported that benefits due were not provided when due.
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 | $68,382 | $44,989+52.0% | $170,435-59.9% | $77,958-12.3% |
| Participation rate | 75.4% | 64.6%+10.8pp | 83.6%-8.2pp | 71.6%+3.8pp |
| Annual return | 18.34% | 19.61%-1.3pp | 205.94%-187.6pp | 20.87%-2.5pp |
| Employer contribution / active EE | $452 | $1,466-69.2% | $5,432-91.7% | $2,310-80.4% |
| Participant deferral / active EE | $3,623 | $2,208+64.1% | $4,939-26.6% | $3,537+2.5% |
| Admin fee / account holder | $27 | $69-61.5% | $13,881-99.8% | $97-72.8% |