Filed May 11, 2015
Total covered: 1,363 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $2,624,149 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $705,550 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $239,939 |
SENSIBA SAN FILIPPO LLP3 years Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $82,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,708 | $165,320+115.8% | $152,301+134.2% | $165,320+115.8% |
| Participation rate | 97.0% | 81.8%+15.2pp | 82.4%+14.6pp | 81.8%+15.2pp |
| Annual return | 18.54% | 12.93%+5.6pp | 80.50%-62.0pp | 12.93%+5.6pp |
| Employer contribution / active EE | $3,705 | $4,428-16.3% | $4,624-19.9% | $4,428-16.3% |
| Participant deferral / active EE | $18,546 | $7,228+156.6% | $8,004+131.7% | $7,228+156.6% |
| Admin fee / account holder | $112 | $137-18.8% | $14,398-99.2% | $137-18.8% |