Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,618,777 |
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $5,491,712 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,653 | $94,115-21.7% | $83,327-11.6% | $73,367+0.4% |
| Participation rate | 97.8% | 83.7%+14.1pp | 77.8%+20.1pp | 69.5%+28.4pp |
| Annual return | -5.63% | -6.12%+0.5pp | 10.64%-16.3pp | 173.45%-179.1pp |
| Employer contribution / active EE | $4,632 | $2,931+58.0% | $3,379+37.1% | $2,499+85.4% |
| Participant deferral / active EE | $6,028 | $6,759-10.8% | $5,565+8.3% | $4,033+49.5% |
| Admin fee / account holder | $90 | $75+20.0% | $7,540-98.8% | $68+31.9% |