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 ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $73,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,119 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,299 | $67,512+39.7% | $185,854-49.3% | $93,010+1.4% |
| Participation rate | 76.5% | 67.1%+9.4pp | 81.7%-5.2pp | 73.9%+2.6pp |
| Annual return | 19.45% | 21.04%-1.6pp | 122.12%-102.7pp | 158.70%-139.3pp |
| Employer contribution / active EE | $524 | $1,783-70.6% | $5,169-89.9% | $2,705-80.6% |
| Participant deferral / active EE | $4,471 | $3,035+47.3% | $5,569-19.7% | $4,561-2.0% |
| Admin fee / account holder | $40 | $318-87.4% | $16,246-99.8% | $152-73.7% |