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) | $12,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,710 | $102,553-13.5% | $151,611-41.5% | $66,914+32.6% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.5%+6.5pp | 69.8%+24.2pp |
| Annual return | -16.99% | -10.82%-6.2pp | 3.33%-20.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $5,667 | $4,180+35.6% | $6,166-8.1% | $2,544+122.8% |
| Participant deferral / active EE | $4,656 | $6,641-29.9% | $8,363-44.3% | $4,237+9.9% |
| Admin fee / account holder | $13 | $630-97.9% | $11,616-99.9% | $593-97.8% |