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 ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $51,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,912 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,390 | $56,095+54.0% | $178,510-51.6% | $90,274-4.3% |
| Participation rate | 77.8% | 65.6%+12.3pp | 81.9%-4.1pp | 73.4%+4.5pp |
| Annual return | 18.25% | 28.81%-10.6pp | 151.13%-132.9pp | 53.97%-35.7pp |
| Employer contribution / active EE | $500 | $1,572-68.2% | $5,011-90.0% | $2,523-80.2% |
| Participant deferral / active EE | $4,150 | $2,669+55.5% | $5,202-20.2% | $4,231-1.9% |
| Admin fee / account holder | $33 | $101-67.3% | $13,988-99.8% | $114-71.1% |