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 ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $76,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,346 | $50,151+58.2% | $149,696-47.0% | $80,157-1.0% |
| Participation rate | 81.6% | 64.3%+17.3pp | 78.8%+2.9pp | 72.9%+8.7pp |
| Annual return | 19.80% | 29.80%-10.0pp | 134.46%-114.7pp | 40.39%-20.6pp |
| Employer contribution / active EE | $529 | $1,867-71.7% | $4,821-89.0% | $2,977-82.2% |
| Participant deferral / active EE | $4,718 | $3,194+47.7% | $5,682-17.0% | $5,015-5.9% |
| Admin fee / account holder | $43 | $153-71.8% | $13,212-99.7% | $145-70.3% |