Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $509,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $495,418 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,159 | $96,261-5.3% | $76,768+18.7% | $68,904+32.3% |
| Participation rate | 95.2% | 87.0%+8.2pp | 77.0%+18.2pp | 74.1%+21.0pp |
| Annual return | -5.44% | -0.85%-4.6pp | 2.43%-7.9pp | 1.07%-6.5pp |
| Employer contribution / active EE | $3,768 | $3,303+14.1% | $2,485+51.6% | $2,540+48.3% |
| Participant deferral / active EE | $6,118 | $5,537+10.5% | $3,852+58.8% | $4,015+52.4% |
| Admin fee / account holder | $92 | $73+26.6% | $6,676-98.6% | $71+29.4% |