Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $634,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $374,325 |
Form 5500 reported that benefits due were not provided when due.
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 | $149,802 | $159,391-6.0% | $102,460+46.2% | $99,313+50.8% |
| Participation rate | 97.0% | 88.6%+8.4pp | 76.5%+20.5pp | 71.7%+25.3pp |
| Annual return | 15.22% | 19.03%-3.8pp | 29.47%-14.3pp | 17.67%-2.5pp |
| Employer contribution / active EE | $4,955 | $4,207+17.8% | $3,025+63.8% | $3,264+51.8% |
| Participant deferral / active EE | $8,779 | $7,498+17.1% | $5,056+73.6% | $5,346+64.2% |
| Admin fee / account holder | $102 | $159-36.0% | $9,460-98.9% | $109-6.7% |