Filed November 21, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $377,645 |
FINANCIAL ENGINES9+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $348,879 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $102,500 |
Filed as: SCHWARTZ & CO. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $55,131 |
ADP BROKER-DEALER3 years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,362 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,263 | $159,391-27.7% | $102,460+12.5% | $99,313+16.1% |
| Participation rate | 96.4% | 88.6%+7.8pp | 76.5%+19.9pp | 71.7%+24.7pp |
| Annual return | 9.69% | 19.03%-9.3pp | 29.47%-19.8pp | 17.67%-8.0pp |
| Employer contribution / active EE | $4,356 | $4,207+3.5% | $3,025+44.0% | $3,264+33.4% |
| Participant deferral / active EE | $5,673 | $7,498-24.3% | $5,056+12.2% | $5,346+6.1% |
| Admin fee / account holder | $109 | $159-31.2% | $9,460-98.8% | $109+0.2% |