Filed November 8, 2014
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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $465,086 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $47,227 |
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 | $227,395 | $71,957+216.0% | $67,652+236.1% | $59,188+284.2% |
| Participation rate | 95.4% | 82.7%+12.7pp | 75.7%+19.7pp | 69.4%+26.0pp |
| Annual return | 1.27% | 8.53%-7.3pp | 6625.40%-6624.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $4,032 | $2,432+65.8% | $2,266+78.0% | $2,098+92.2% |
| Participant deferral / active EE | $11,039 | $4,211+162.2% | $3,560+210.1% | $3,265+238.1% |
| Admin fee / account holder | $186 | $64+190.4% | $4,821-96.1% | $92+102.0% |