Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,730,871 |
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $3,886,887 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $52,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,894 | $141,418-3.2% | $94,677+44.6% | $96,393+42.0% |
| Participation rate | 97.8% | 86.8%+11.0pp | 80.8%+16.9pp | 71.3%+26.5pp |
| Annual return | 18.53% | 21.96%-3.4pp | 156.95%-138.4pp | 22.88%-4.3pp |
| Employer contribution / active EE | $6,357 | $4,361+45.8% | $3,673+73.1% | $3,239+96.3% |
| Participant deferral / active EE | $9,114 | $10,695-14.8% | $7,418+22.9% | $5,455+67.1% |
| Admin fee / account holder | $61 | $82-26.3% | $7,222-99.2% | $74-17.8% |