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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $469,624 |
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $418,131 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC. Service code 28 · EIN 94-2192581 | Investment Management | $55,991 |
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 | $110,265 | $100,921+9.3% | $82,312+34.0% | $177,276-37.8% |
| Participation rate | 81.3% | 86.9%-5.6pp | 76.9%+4.4pp | 74.8%+6.5pp |
| Annual return | 15.56% | 20.33%-4.8pp | 25.88%-10.3pp | 21.25%-5.7pp |
| Employer contribution / active EE | $4,356 | $3,145+38.5% | $2,428+79.4% | $2,479+75.7% |
| Participant deferral / active EE | $3,988 | $5,192-23.2% | $3,706+7.6% | $3,881+2.8% |
| Admin fee / account holder | $125 | $64+94.4% | $5,608-97.8% | $154-19.1% |