Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,221,334 |
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $5,070,434 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,097 | $86,496-28.2% | $80,977-23.3% | $329,111-81.1% |
| Participation rate | 98.5% | 80.0%+18.5pp | 75.8%+22.7pp | 67.9%+30.6pp |
| Annual return | 10.06% | 20.13%-10.1pp | 17.11%-7.0pp | 16.35%-6.3pp |
| Employer contribution / active EE | $2,767 | $2,395+15.5% | $3,715-25.5% | $2,303+20.1% |
| Participant deferral / active EE | $4,870 | $5,350-9.0% | $5,696-14.5% | $3,682+32.3% |
| Admin fee / account holder | $80 | $69+15.4% | $5,517-98.5% | $754-89.4% |