Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,926,018 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,066,857 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $230,765 |
SENSIBA SAN FILIPPO LLP2 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 | $310,840 | $128,169+142.5% | $147,117+111.3% | $106,553+191.7% |
| Participation rate | 96.3% | 67.3%+29.0pp | 82.2%+14.1pp | 69.8%+26.5pp |
| Annual return | 21.28% | 17.88%+3.4pp | 420.54%-399.3pp | 17.37%+3.9pp |
| Employer contribution / active EE | $3,425 | $3,374+1.5% | $4,932-30.6% | $3,359+2.0% |
| Participant deferral / active EE | $16,430 | $7,665+114.4% | $8,065+103.7% | $5,562+195.4% |
| Admin fee / account holder | $107 | $88+21.9% | $12,993-99.2% | $80+34.7% |