Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $17,637 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $5,868 |
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 | $244,515 | $72,114+239.1% | $108,745+124.9% | $62,881+288.9% |
| Participation rate | 85.2% | 74.6%+10.6pp | 77.7%+7.5pp | 69.3%+15.9pp |
| Annual return | 11.19% | 13.41%-2.2pp | 46.22%-35.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $11,392 | $2,694+323.0% | $3,323+242.8% | $2,281+399.5% |
| Participant deferral / active EE | $13,705 | $4,044+238.9% | $5,121+167.6% | $3,203+327.9% |
| Admin fee / account holder | $165 | $4,608-96.4% | $6,144-97.3% | $4,296-96.1% |