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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 10 BANK STREET · WHITE PLAINS, NY 10606 | Advisory (Plan) | $33,590 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 8.17% | 6.37%+1.8pp | 8.04%+0.1pp | 7.65%+0.5pp |
| Employer contribution / active EE | $17,123 | $48,951-65.0% | $42,693-59.9% | $20,582-16.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |