Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $566,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $414,781 |
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 | $124,598 | $118,464+5.2% | $96,564+29.0% | $103,657+20.2% |
| Participation rate | 96.8% | 89.0%+7.8pp | 76.0%+20.8pp | 73.4%+23.4pp |
| Annual return | 19.91% | 18.79%+1.1pp | 25.89%-6.0pp | 33.13%-13.2pp |
| Employer contribution / active EE | $4,691 | $4,210+11.4% | $2,967+58.1% | $3,216+45.9% |
| Participant deferral / active EE | $7,995 | $7,277+9.9% | $4,852+64.8% | $5,218+53.2% |
| Admin fee / account holder | $91 | $81+12.6% | $8,256-98.9% | $114-20.0% |