Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,605,062 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $133,185 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,855 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,503 | $73,283+319.6% | $155,556+97.7% | $106,553+188.6% |
| Participation rate | 99.2% | 73.3%+26.0pp | 78.2%+21.0pp | 69.8%+29.4pp |
| Annual return | 13.38% | 15.76%-2.4pp | 64.84%-51.5pp | 17.37%-4.0pp |
| Employer contribution / active EE | $16,015 | $2,241+614.8% | $4,675+242.5% | $3,359+376.8% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $137 | $56+145.1% | $15,885-99.1% | $80+72.1% |