Filed January 30, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $115,223 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $14,879 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,590 | $75,760+11.7% | $123,105-31.3% | $59,188+42.9% |
| Participation rate | 93.2% | 86.0%+7.2pp | 86.8%+6.4pp | 69.4%+23.8pp |
| Annual return | 0.22% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $2,432 | $3,415-28.8% | $5,151-52.8% | $2,098+15.9% |
| Participant deferral / active EE | $5,252 | $5,000+5.0% | $6,229-15.7% | $3,265+60.9% |
| Admin fee / account holder | $113 | $61+85.3% | $9,014-98.8% | $92+22.1% |