Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,635,739 |
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $5,330,801 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,485 | $104,862-29.0% | $90,161-17.4% | $80,976-8.0% |
| Participation rate | 98.3% | 78.9%+19.3pp | 76.9%+21.4pp | 68.3%+30.0pp |
| Annual return | 18.73% | 20.18%-1.4pp | 34.89%-16.2pp | 22.91%-4.2pp |
| Employer contribution / active EE | $4,841 | $2,724+77.7% | $3,318+45.9% | $2,402+101.5% |
| Participant deferral / active EE | $5,296 | $6,098-13.2% | $5,287+0.2% | $3,848+37.6% |
| Admin fee / account holder | $82 | $76+7.4% | $5,943-98.6% | $67+21.4% |