Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $87,583 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $141,198 | $71,957+96.2% | $67,652+108.7% | $59,188+138.6% |
| Participation rate | 93.9% | 82.7%+11.3pp | 75.7%+18.3pp | 69.4%+24.5pp |
| Annual return | 79.01% | 8.53%+70.5pp | 6625.40%-6546.4pp | 5.51%+73.5pp |
| Employer contribution / active EE | $4,866 | $2,432+100.1% | $2,266+114.8% | $2,098+131.9% |
| Participant deferral / active EE | $6,921 | $4,211+64.4% | $3,560+94.4% | $3,265+112.0% |
| Admin fee / account holder | $11 | $64-82.4% | $4,821-99.8% | $92-87.7% |