Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $85,808 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC. Service code 27 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $44,722 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $20,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,722 |
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 | $74,346 | $45,000+65.2% | $143,801-48.3% | $77,906-4.6% |
| Participation rate | 74.6% | 66.8%+7.8pp | 80.3%-5.7pp | 73.7%+0.9pp |
| Annual return | -16.44% | 29.03%-45.5pp | -0.04%-16.4pp | 12.16%-28.6pp |
| Employer contribution / active EE | $499 | $1,870-73.3% | $4,952-89.9% | $2,846-82.5% |
| Participant deferral / active EE | $4,431 | $3,157+40.4% | $5,639-21.4% | $4,805-7.8% |
| Admin fee / account holder | $93 | $98-5.2% | $14,680-99.4% | $133-29.6% |