Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $874,200 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$440,064 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,777 | $118,337+71.4% | $189,534+7.0% | $93,010+118.0% |
| Participation rate | 99.0% | 89.1%+9.9pp | 87.8%+11.2pp | 73.9%+25.1pp |
| Annual return | 14.64% | 21.77%-7.1pp | 555.39%-540.7pp | 158.70%-144.1pp |
| Employer contribution / active EE | $9,286 | $4,204+120.9% | $6,162+50.7% | $2,705+243.2% |
| Participant deferral / active EE | $9,046 | $7,123+27.0% | $8,220+10.0% | $4,561+98.3% |
| Admin fee / account holder | $64 | $100-35.6% | $12,049-99.5% | $152-57.7% |