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 ENGINES3+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $504,646 |
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $315,447 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $63,250 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES INC. Service code 28 · EIN 94-2192581 | Investment Management | $62,847 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 49 · EIN 36-2235791 | Other Services | $54,627 |
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 | $92,571 | $96,261-3.8% | $76,768+20.6% | $68,904+34.3% |
| Participation rate | 85.3% | 87.0%-1.7pp | 77.0%+8.3pp | 74.1%+11.2pp |
| Annual return | -8.68% | -0.85%-7.8pp | 2.43%-11.1pp | 1.07%-9.8pp |
| Employer contribution / active EE | $2,575 | $3,303-22.1% | $2,485+3.6% | $2,540+1.3% |
| Participant deferral / active EE | $4,178 | $5,537-24.6% | $3,852+8.5% | $4,015+4.0% |
| Admin fee / account holder | $127 | $73+73.8% | $6,676-98.1% | $71+77.6% |