Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $557,816 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$40,878 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,818 | $80,354+30.4% | $133,975-21.8% | $63,975+63.8% |
| Participation rate | 99.2% | 87.5%+11.7pp | 87.1%+12.1pp | 71.1%+28.1pp |
| Annual return | 7.97% | 13.11%-5.1pp | 29.29%-21.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $7,372 | $3,503+110.4% | $5,211+41.5% | $2,182+237.9% |
| Participant deferral / active EE | $6,425 | $5,239+22.7% | $6,282+2.3% | $3,356+91.4% |
| Admin fee / account holder | $80 | $69+15.5% | $9,324-99.1% | $70+13.6% |