Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,091,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | $492,036 |
Form 5500 reported that benefits due were not provided when due.
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 | $197,194 | $329,111-40.1% | $88,497+122.8% | $329,111-40.1% |
| Participation rate | 89.7% | 67.9%+21.9pp | 82.4%+7.3pp | 67.9%+21.9pp |
| Annual return | 7.89% | 16.35%-8.5pp | 7.63%+0.3pp | 16.35%-8.5pp |
| Employer contribution / active EE | $2,904 | $2,303+26.1% | $4,036-28.1% | $2,303+26.1% |
| Participant deferral / active EE | $9,866 | $3,682+168.0% | $4,899+101.4% | $3,682+168.0% |
| Admin fee / account holder | $159 | $754-78.9% | $6,220-97.4% | $754-78.9% |