Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,135,853 |
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,545,416 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $110,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,646 | $159,295-18.0% | $108,421+20.5% | $106,520+22.6% |
| Participation rate | 97.0% | 85.5%+11.5pp | 80.1%+16.9pp | 71.3%+25.7pp |
| Annual return | 14.85% | 17.79%-2.9pp | 905.61%-890.8pp | 19.28%-4.4pp |
| Employer contribution / active EE | $5,568 | $3,803+46.4% | $3,560+56.4% | $2,840+96.0% |
| Participant deferral / active EE | $7,889 | $9,392-16.0% | $6,564+20.2% | $4,948+59.5% |
| Admin fee / account holder | $75 | $99-24.3% | $7,298-99.0% | $75+0.3% |