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 | $500,037 |
FINANCIAL ENGINES5+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $422,011 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $96,862 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 16 · EIN 22-1467904 | Consulting | $21,625 |
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 | $105,648 | $124,049-14.8% | $95,968+10.1% | $93,223+13.3% |
| Participation rate | 93.6% | 88.4%+5.2pp | 77.1%+16.5pp | 74.9%+18.7pp |
| Annual return | 15.01% | 22.17%-7.2pp | 91.65%-76.6pp | 19.29%-4.3pp |
| Employer contribution / active EE | $1,603 | $3,478-53.9% | $2,542-36.9% | $2,680-40.2% |
| Participant deferral / active EE | $4,218 | $6,147-31.4% | $4,167+1.2% | $4,563-7.6% |
| Admin fee / account holder | $120 | $73+65.0% | $6,798-98.2% | $79+51.4% |