| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $12,613 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,050 | $50,106-14.1% | $69,779-38.3% | $57,661-25.3% |
| Participation rate | 49.5% | 70.9%-21.4pp | 71.8%-22.4pp | 70.2%-20.8pp |
| Annual return | 5.34% | 14.58%-9.2pp | 12.99%-7.7pp | 5.13%+0.2pp |
| Employer contribution / active EE | $643 | $1,739-63.0% | $2,338-72.5% | $1,974-67.4% |
| Participant deferral / active EE | $1,372 | $2,486-44.8% | $2,931-53.2% | $3,061-55.2% |
| Admin fee / account holder | $26 | $89-70.8% | $4,381-99.4% | $95-72.5% |