Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,220,108 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $3,586,244 |
SB & COMPANY, LLC3 years Service code 10 · EIN 20-2153727 | Accounting | $54,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,053 | $167,668-4.5% | $100,415+59.4% | $106,553+50.2% |
| Participation rate | 98.5% | 87.6%+11.0pp | 81.5%+17.0pp | 69.8%+28.7pp |
| Annual return | 14.24% | 18.33%-4.1pp | 49.47%-35.2pp | 17.37%-3.1pp |
| Employer contribution / active EE | $6,794 | $4,908+38.4% | $3,943+72.3% | $3,359+102.3% |
| Participant deferral / active EE | $9,809 | $11,427-14.2% | $8,091+21.2% | $5,562+76.3% |
| Admin fee / account holder | $64 | $94-31.6% | $7,906-99.2% | $80-19.5% |