Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,566,184 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $391,066 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,960 | $158,120+29.0% | $68,509+197.7% | $69,651+192.8% |
| Participation rate | 84.1% | 88.0%-3.9pp | 74.7%+9.4pp | 66.6%+17.5pp |
| Annual return | 11.97% | 3.41%+8.6pp | 8.27%+3.7pp | 53.77%-41.8pp |
| Employer contribution / active EE | $6,331 | $5,427+16.7% | $2,278+178.0% | $2,241+182.6% |
| Participant deferral / active EE | $10,354 | $7,897+31.1% | $3,382+206.1% | $3,635+184.8% |
| Admin fee / account holder | $171 | $74+132.6% | $5,275-96.8% | $63+170.9% |