Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,695,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $490,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,041 | $73,367+152.2% | $90,782+103.8% | $73,367+152.2% |
| Participation rate | 94.0% | 69.5%+24.5pp | 82.7%+11.3pp | 69.5%+24.5pp |
| Annual return | -10.45% | 173.45%-183.9pp | -3.42%-7.0pp | 173.45%-183.9pp |
| Employer contribution / active EE | $3,657 | $2,499+46.3% | $4,105-10.9% | $2,499+46.3% |
| Participant deferral / active EE | $11,697 | $4,033+190.0% | $5,366+118.0% | $4,033+190.0% |
| Admin fee / account holder | $195 | $68+185.6% | $5,908-96.7% | $68+185.6% |