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 CO8 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,093,730 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $920,530 |
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 | $207,899 | $152,104+36.7% | $184,203+12.9% | $106,382+95.4% |
| Participation rate | 99.1% | 85.9%+13.2pp | 86.8%+12.3pp | 69.9%+29.2pp |
| Annual return | 14.02% | 20.70%-6.7pp | 28.81%-14.8pp | 17.37%-3.3pp |
| Employer contribution / active EE | $3,885 | $5,326-27.0% | $6,427-39.5% | $3,364+15.5% |
| Participant deferral / active EE | $12,184 | $8,559+42.4% | $9,131+33.4% | $5,569+118.8% |
| Admin fee / account holder | $50 | $103-51.2% | $13,901-99.6% | $79-36.9% |