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 | $31,981 |
FINANCIAL ENGINES7 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $30,656 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,679 | $72,303-38.2% | $86,717-48.5% | $64,829-31.1% |
| Participation rate | 97.1% | 80.4%+16.6pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -22.27% | 392.77%-415.0pp | 35.97%-58.2pp | 32.85%-55.1pp |
| Employer contribution / active EE | $1,960 | $2,393-18.1% | $2,837-30.9% | $2,507-21.8% |
| Participant deferral / active EE | $3,456 | $4,660-25.8% | $4,657-25.8% | $4,312-19.8% |
| Admin fee / account holder | $132 | $174-23.9% | $7,494-98.2% | $188-29.5% |