Filed November 9, 2022 (most recent of 5 filings on file)
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| 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 | $50,169+58.2% | $149,740-47.0% | $80,187-1.0% |
| Participation rate | 81.6% | 64.3%+17.4pp | 78.8%+2.9pp | 72.9%+8.7pp |
| Annual return | 19.80% | 29.82%-10.0pp | 134.51%-114.7pp | 40.40%-20.6pp |
| Employer contribution / active EE | $529 | $1,869-71.7% | $4,821-89.0% | $2,980-82.3% |
| Participant deferral / active EE | $4,718 | $3,194+47.7% | $5,683-17.0% | $5,016-5.9% |
| Admin fee / account holder | $43 | $153-71.8% | $13,222-99.7% | $145-70.3% |