Filed May 27, 2015 (most recent of 4 filings on file)
Total covered: 755 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,328,737 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $230,985 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,675 | $135,240+33.6% | $169,993+6.3% | $96,393+87.4% |
| Participation rate | 98.8% | 86.5%+12.3pp | 87.0%+11.8pp | 71.3%+27.5pp |
| Annual return | 17.10% | 22.04%-4.9pp | 53.37%-36.3pp | 22.88%-5.8pp |
| Employer contribution / active EE | $3,640 | $5,029-27.6% | $6,785-46.4% | $3,238+12.4% |
| Participant deferral / active EE | $11,291 | $8,138+38.7% | $10,408+8.5% | $5,455+107.0% |
| Admin fee / account holder | $37 | $85-56.8% | $12,815-99.7% | $74-50.3% |