Filed February 9, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $828,086 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $500,994 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $20,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,055 | $82,204+115.4% | $392,568-54.9% | $82,204+115.4% |
| Participation rate | 97.1% | 73.4%+23.7pp | 78.1%+19.0pp | 73.4%+23.7pp |
| Annual return | 19.30% | 26.31%-7.0pp | 24.42%-5.1pp | 26.31%-7.0pp |
| Employer contribution / active EE | $3,707 | $2,707+36.9% | $3,783-2.0% | $2,707+36.9% |
| Participant deferral / active EE | $10,279 | $4,246+142.1% | $5,985+71.7% | $4,246+142.1% |
| Admin fee / account holder | $322 | $76+325.3% | $6,260-94.9% | $76+325.3% |