Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,348 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $72,103 |
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 | $199,357 | $110,258+80.8% | $102,460+94.6% | $200,096-0.4% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 16.33% | 35.78%-19.5pp | 29.47%-13.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $7,767 | $3,605+115.5% | $3,025+156.8% | $3,038+155.7% |
| Participant deferral / active EE | $11,341 | $6,377+77.8% | $5,056+124.3% | $5,090+122.8% |
| Admin fee / account holder | $82 | $122-32.7% | $9,460-99.1% | $269-69.4% |