Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $752,737 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$464,890 |
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 | $181,644 | $110,699+64.1% | $177,839+2.1% | $90,274+101.2% |
| Participation rate | 99.5% | 88.3%+11.1pp | 87.7%+11.8pp | 73.4%+26.1pp |
| Annual return | 20.79% | 22.79%-2.0pp | 48.33%-27.5pp | 53.97%-33.2pp |
| Employer contribution / active EE | $9,012 | $4,118+118.8% | $5,919+52.3% | $2,523+257.1% |
| Participant deferral / active EE | $8,373 | $6,731+24.4% | $7,714+8.5% | $4,231+97.9% |
| Admin fee / account holder | $43 | $90-52.3% | $12,432-99.7% | $114-62.4% |