Filed November 9, 2022 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $51,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,338 | $47,456+60.9% | $172,757-55.8% | $77,775-1.8% |
| Participation rate | 76.4% | 66.3%+10.1pp | 82.6%-6.3pp | 73.2%+3.2pp |
| Annual return | 23.30% | 35.57%-12.3pp | 803.06%-779.8pp | 32.58%-9.3pp |
| Employer contribution / active EE | $485 | $1,574-69.2% | $5,144-90.6% | $2,504-80.6% |
| Participant deferral / active EE | $3,957 | $2,560+54.6% | $5,198-23.9% | $3,966-0.2% |
| Admin fee / account holder | $35 | $81-56.7% | $13,956-99.7% | $100-65.0% |