Filed April 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,112,758 |
Filed as: FIDELITY INV. INTS. OP. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $2,477,922 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,308 | $143,368+25.8% | $87,100+107.0% | $89,569+101.3% |
| Participation rate | 89.4% | 88.2%+1.2pp | 76.9%+12.5pp | 69.6%+19.8pp |
| Annual return | 23.07% | 28.55%-5.5pp | 28.19%-5.1pp | 34.56%-11.5pp |
| Employer contribution / active EE | $5,240 | $4,012+30.6% | $2,521+107.8% | $2,584+102.8% |
| Participant deferral / active EE | $11,159 | $7,129+56.5% | $4,049+175.6% | $4,220+164.4% |
| Admin fee / account holder | $82 | $61+34.1% | $7,497-98.9% | $72+13.9% |