Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,841 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $6,412 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,503 | $82,523+231.4% | $115,752+136.3% | $70,126+290.0% |
| Participation rate | 84.0% | 74.0%+10.0pp | 77.8%+6.2pp | 69.5%+14.5pp |
| Annual return | 12.63% | 28.22%-15.6pp | 19.41%-6.8pp | 73.15%-60.5pp |
| Employer contribution / active EE | $12,450 | $2,758+351.4% | $3,492+256.5% | $2,343+431.5% |
| Participant deferral / active EE | $14,923 | $4,062+267.4% | $5,204+186.8% | $3,332+347.9% |
| Admin fee / account holder | $218 | $4,552-95.2% | $6,278-96.5% | $4,646-95.3% |