Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,703,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $581,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,638 | $106,222+116.2% | $112,977+103.3% | $106,222+116.2% |
| Participation rate | 92.0% | 70.8%+21.2pp | 82.6%+9.5pp | 70.8%+21.2pp |
| Annual return | 13.66% | 21.69%-8.0pp | 24.24%-10.6pp | 21.69%-8.0pp |
| Employer contribution / active EE | $3,875 | $2,723+42.3% | $4,255-8.9% | $2,723+42.3% |
| Participant deferral / active EE | $12,431 | $4,600+170.2% | $5,836+113.0% | $4,600+170.2% |
| Admin fee / account holder | $190 | $78+142.1% | $6,294-97.0% | $78+142.1% |