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 Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 47-5324976 | Advisory (Plan) | $2,710,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $742,705 |
MADISON STREET PRESS1 year Service code 49 · EIN 94-2977418 | Other Services | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,055 | $106,520+130.1% | $119,237+105.5% | $106,520+130.1% |
| Participation rate | 91.9% | 71.3%+20.6pp | 82.7%+9.2pp | 71.3%+20.6pp |
| Annual return | 11.14% | 19.28%-8.1pp | 30.70%-19.6pp | 19.28%-8.1pp |
| Employer contribution / active EE | $4,128 | $2,840+45.3% | $4,383-5.8% | $2,840+45.3% |
| Participant deferral / active EE | $12,929 | $4,948+161.3% | $6,112+111.5% | $4,948+161.3% |
| Admin fee / account holder | $198 | $75+165.2% | $7,229-97.3% | $75+165.2% |