Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,405,257 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $953,761 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $312,276 |
SENSIBA SAN FILIPPO LLP1 year 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 | $259,499 | $106,994+142.5% | $135,998+90.8% | $96,393+169.2% |
| Participation rate | 96.6% | 72.5%+24.1pp | 81.9%+14.7pp | 71.3%+25.3pp |
| Annual return | 22.93% | 26.64%-3.7pp | 68.37%-45.4pp | 22.88%+0.1pp |
| Employer contribution / active EE | $3,457 | $3,391+1.9% | $4,860-28.9% | $3,239+6.7% |
| Participant deferral / active EE | $15,783 | $7,968+98.1% | $7,761+103.4% | $5,455+189.3% |
| Admin fee / account holder | $99 | $79+24.9% | $10,769-99.1% | $74+33.6% |