Filed November 11, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $304,103 |
FINANCIAL ENGINES6 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $284,346 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $57,283 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $41,860 |
SASSETTI LLC5 years Service code 10 · EIN 36-2239746 | Accounting | $7,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $131,114 | $99,269+32.1% | $135,987-3.6% | $99,269+32.1% |
| Participation rate | 89.7% | 71.7%+17.9pp | 76.4%+13.2pp | 71.7%+17.9pp |
| Annual return | 14.80% | 17.66%-2.9pp | 580.01%-565.2pp | 17.66%-2.9pp |
| Employer contribution / active EE | $6,247 | $3,265+91.4% | $4,214+48.2% | $3,265+91.4% |
| Participant deferral / active EE | $7,075 | $5,344+32.4% | $7,027+0.7% | $5,344+32.4% |
| Admin fee / account holder | $111 | $109+1.4% | $6,716-98.4% | $109+1.4% |