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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $25,881 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,687 | $119,626-75.2% | $147,096-79.8% | $99,269-70.1% |
| Participation rate | 99.7% | 73.4%+26.3pp | 82.2%+17.6pp | 71.7%+28.0pp |
| Annual return | 13.99% | 28.81%-14.8pp | 419.75%-405.8pp | 17.66%-3.7pp |
| Employer contribution / active EE | $3,367 | $4,152-18.9% | $4,936-31.8% | $3,265+3.1% |
| Participant deferral / active EE | $0 | $7,997-100.0% | $8,071-100.0% | $5,344-100.0% |
| Admin fee / account holder | $3 | $150-98.0% | $13,005-100.0% | $109-97.3% |