Filed March 8, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,164,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $336,787 |
FORVIS MAZARS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $45,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,510 | $118,441+43.1% | $151,611+11.8% | $89,394+89.6% |
| Participation rate | 98.1% | 88.0%+10.1pp | 87.5%+10.6pp | 71.3%+26.8pp |
| Annual return | -17.62% | -9.10%-8.5pp | 3.33%-20.9pp | -11.89%-5.7pp |
| Employer contribution / active EE | $9,225 | $4,770+93.4% | $6,166+49.6% | $3,022+205.3% |
| Participant deferral / active EE | $9,246 | $7,648+20.9% | $8,363+10.5% | $5,123+80.5% |
| Admin fee / account holder | $86 | $90-3.5% | $11,616-99.3% | $79+8.9% |