Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC6+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $901,836 |
VAN ECK SECURITIES CORPORATION6+ years Service code 52 · EIN 13-7027829 | Indirect Investment Fees | $31,419 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $6,226 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,824 | $106,273+134.1% | $379,746-34.5% | $106,273+134.1% |
| Participation rate | 98.2% | 70.8%+27.4pp | 78.4%+19.8pp | 70.8%+27.4pp |
| Annual return | 42.42% | 21.70%+20.7pp | 34.90%+7.5pp | 21.70%+20.7pp |
| Employer contribution / active EE | $2,722 | $2,7220% | $3,540-23.1% | $2,7220% |
| Participant deferral / active EE | $6,875 | $4,601+49.4% | $6,024+14.1% | $4,601+49.4% |
| Admin fee / account holder | $112 | $78+42.4% | $7,927-98.6% | $78+42.4% |