Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $13,013 |
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 | $110,353 | $137,414-19.7% | $189,534-41.8% | $85,852+28.5% |
| Participation rate | 93.6% | 84.6%+9.0pp | 87.8%+5.8pp | 69.3%+24.3pp |
| Annual return | 11.44% | 38.14%-26.7pp | 555.39%-543.9pp | 318.66%-307.2pp |
| Employer contribution / active EE | $5,594 | $4,344+28.8% | $6,162-9.2% | $2,566+118.0% |
| Participant deferral / active EE | $4,788 | $6,260-23.5% | $8,220-41.8% | $3,952+21.1% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |