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) | $52,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,035 | $143,525+28.9% | $379,746-51.3% | $90,274+105.0% |
| Participation rate | 95.4% | 82.9%+12.5pp | 78.4%+17.0pp | 73.4%+22.0pp |
| Annual return | 5.23% | 18.97%-13.7pp | 34.90%-29.7pp | 53.97%-48.7pp |
| Employer contribution / active EE | $2,398 | $3,201-25.1% | $3,540-32.2% | $2,523-5.0% |
| Participant deferral / active EE | $7,109 | $5,231+35.9% | $6,024+18.0% | $4,231+68.0% |
| Admin fee / account holder | $211 | $100+110.3% | $7,927-97.3% | $114+85.1% |