Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $685,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $572,017 |
Service code 16 · EIN 36-4001764 | Consulting | $61,250 |
Service code 10 · EIN 35-1307701 | Accounting | $12,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | ZIMMER BIOMET HOLDINGS, INC. | PLAN SPONSOR A PAYMENT MADE OUT OF THE PLAN TO COVER PLAN EXPENSES OF AUDITS OF OTHER PLANS OF THE PLAN SPONSOR | — | $0 |
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 | $152,181 | $134,619+13.0% | $111,319+36.7% | $101,555+49.9% |
| Participation rate | 84.6% | 89.0%-4.4pp | 77.3%+7.2pp | 74.5%+10.0pp |
| Annual return | 16.40% | 17.96%-1.6pp | 54.68%-38.3pp | 21.00%-4.6pp |
| Employer contribution / active EE | $4,289 | $3,829+12.0% | $2,732+57.0% | $2,972+44.3% |
| Participant deferral / active EE | $7,392 | $6,572+12.5% | $4,488+64.7% | $4,874+51.7% |
| Admin fee / account holder | $129 | $86+49.5% | $7,966-98.4% | $139-7.5% |