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 | $30,902 |
FINANCIAL ENGINES8 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $30,702 |
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 | $50,201 | $99,212-49.4% | $96,564-48.0% | $74,478-32.6% |
| Participation rate | 94.0% | 80.7%+13.3pp | 76.0%+18.0pp | 70.7%+23.3pp |
| Annual return | 17.48% | 22.40%-4.9pp | 25.89%-8.4pp | 34.37%-16.9pp |
| Employer contribution / active EE | $2,108 | $2,569-17.9% | $2,967-28.9% | $2,637-20.0% |
| Participant deferral / active EE | $3,370 | $4,938-31.8% | $4,852-30.5% | $4,530-25.6% |
| Admin fee / account holder | $123 | $225-45.4% | $8,256-98.5% | $347-64.6% |