Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $16,775 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $5,362 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,891 | $81,258+168.1% | $105,218+107.1% | $59,633+265.4% |
| Participation rate | 85.2% | 75.4%+9.8pp | 77.2%+8.0pp | 68.7%+16.5pp |
| Annual return | -3.15% | 1.96%-5.1pp | 5.33%-8.5pp | 2041.47%-2044.6pp |
| Employer contribution / active EE | $11,823 | $2,562+361.5% | $3,255+263.2% | $2,203+436.7% |
| Participant deferral / active EE | $14,446 | $3,881+272.2% | $4,867+196.8% | $3,192+352.6% |
| Admin fee / account holder | $152 | $5,841-97.4% | $6,992-97.8% | $4,297-96.5% |