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 | $33,949 |
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $30,420 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,101 | $185,342-71.3% | $111,319-52.3% | $86,828-38.8% |
| Participation rate | 89.6% | 81.0%+8.6pp | 77.3%+12.3pp | 72.3%+17.3pp |
| Annual return | 13.88% | 500.80%-486.9pp | 54.68%-40.8pp | 97.95%-84.1pp |
| Employer contribution / active EE | $1,902 | $2,246-15.3% | $2,732-30.4% | $2,406-20.9% |
| Participant deferral / active EE | $3,116 | $4,458-30.1% | $4,488-30.6% | $4,132-24.6% |
| Admin fee / account holder | $121 | $255-52.5% | $7,966-98.5% | $170-28.4% |