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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $584,975 |
FINANCIAL ENGINES4+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $578,187 |
CALLAN ASSOCIATES3 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $163,909 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $28,665 |
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 | $227,704 | $78,852+188.8% | $76,768+196.6% | $75,289+202.4% |
| Participation rate | 96.3% | 85.0%+11.4pp | 77.0%+19.4pp | 72.4%+23.9pp |
| Annual return | 3.53% | -1.29%+4.8pp | 2.43%+1.1pp | -0.04%+3.6pp |
| Employer contribution / active EE | $4,731 | $2,794+69.3% | $2,485+90.4% | $2,405+96.7% |
| Participant deferral / active EE | $10,821 | $4,800+125.5% | $3,852+181.0% | $3,739+189.4% |
| Admin fee / account holder | $192 | $79+142.8% | $6,676-97.1% | $102+87.4% |