Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 47-5324976 | Advisory (Plan) | $2,267,026 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $308,701 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $394,509 | $142,480+176.9% | $96,707+307.9% | $142,480+176.9% |
| Participation rate | 98.0% | 76.2%+21.8pp | 80.4%+17.6pp | 76.2%+21.8pp |
| Annual return | 17.71% | 16.32%+1.4pp | 34.78%-17.1pp | 16.32%+1.4pp |
| Employer contribution / active EE | $7,934 | $3,867+105.2% | $4,191+89.3% | $3,867+105.2% |
| Participant deferral / active EE | $19,002 | $6,807+179.1% | $5,997+216.9% | $6,807+179.1% |
| Admin fee / account holder | $182 | $307-40.7% | $7,503-97.6% | $307-40.7% |