Filed May 11, 2015
Total covered: 1,363 employees
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| 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 | $102,766+247.1% | $146,866+142.9% | $102,766+247.1% |
| Participation rate | 97.0% | 81.3%+15.7pp | 82.5%+14.5pp | 81.3%+15.7pp |
| Annual return | 18.54% | 11.51%+7.0pp | 102.85%-84.3pp | 11.51%+7.0pp |
| Employer contribution / active EE | $3,705 | $4,175-11.3% | $4,425-16.3% | $4,175-11.3% |
| Participant deferral / active EE | $18,546 | $4,807+285.8% | $7,759+139.0% | $4,807+285.8% |
| Admin fee / account holder | $112 | $68+64.4% | $13,620-99.2% | $68+64.4% |