Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $669,056 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$362,327 |
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 | $149,217 | $95,776+55.8% | $162,185-8.0% | $77,775+91.9% |
| Participation rate | 99.1% | 88.6%+10.5pp | 87.6%+11.6pp | 73.2%+25.9pp |
| Annual return | 23.35% | 37.03%-13.7pp | 115.61%-92.3pp | 32.58%-9.2pp |
| Employer contribution / active EE | $8,408 | $3,874+117.1% | $5,613+49.8% | $2,504+235.8% |
| Participant deferral / active EE | $7,687 | $6,125+25.5% | $7,297+5.3% | $3,966+93.8% |
| Admin fee / account holder | $46 | $88-47.8% | $10,844-99.6% | $100-54.3% |