Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $549,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $548,648 |
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 | $105,253 | $117,238-10.2% | $87,102+20.8% | $82,204+28.0% |
| Participation rate | 97.3% | 87.2%+10.1pp | 76.9%+20.5pp | 73.4%+23.9pp |
| Annual return | 24.49% | 25.80%-1.3pp | 28.19%-3.7pp | 26.31%-1.8pp |
| Employer contribution / active EE | $3,882 | $3,535+9.8% | $2,521+53.9% | $2,707+43.4% |
| Participant deferral / active EE | $6,490 | $5,976+8.6% | $4,048+60.3% | $4,246+52.9% |
| Admin fee / account holder | $95 | $81+16.9% | $7,493-98.7% | $76+25.7% |