Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,711,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $476,269 |
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 | $210,444 | $89,609+134.8% | $105,387+99.7% | $89,609+134.8% |
| Participation rate | 94.0% | 69.6%+24.4pp | 82.6%+11.4pp | 69.6%+24.4pp |
| Annual return | 14.95% | 33.65%-18.7pp | 26.82%-11.9pp | 33.65%-18.7pp |
| Employer contribution / active EE | $3,858 | $2,584+49.3% | $4,213-8.4% | $2,584+49.3% |
| Participant deferral / active EE | $12,302 | $4,222+191.4% | $5,502+123.6% | $4,222+191.4% |
| Admin fee / account holder | $186 | $72+159.7% | $6,559-97.2% | $72+159.7% |