Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,140 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,601 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,421 | $63,905-63.3% | $74,184-68.4% | $57,661-59.4% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.6%+18.4pp | 70.2%+24.8pp |
| Annual return | 6.76% | 60.60%-53.8pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,773 | $1,840-3.7% | $2,370-25.2% | $1,974-10.2% |
| Participant deferral / active EE | $2,915 | $3,448-15.5% | $3,550-17.9% | $3,061-4.7% |
| Admin fee / account holder | $60 | $91-34.2% | $5,586-98.9% | $95-36.6% |