Filed March 7, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $66,086 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 15 · EIN 16-0468020 | Recordkeeping | $29,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,135 | $82,422-73.1% | $67,652-67.3% | $67,505-67.2% |
| Participation rate | 67.0% | 84.2%-17.1pp | 75.7%-8.6pp | 71.2%-4.2pp |
| Annual return | 0.24% | 12.72%-12.5pp | 6625.40%-6625.2pp | 6.52%-6.3pp |
| Employer contribution / active EE | $561 | $2,879-80.5% | $2,266-75.2% | $2,173-74.2% |
| Participant deferral / active EE | $1,042 | $5,020-79.2% | $3,560-70.7% | $3,597-71.0% |
| Admin fee / account holder | $11 | $53-79.1% | $4,821-99.8% | $56-80.2% |