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 | $414,552 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $196,592 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $38,220 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $24,234 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $21,092 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $11,098 |
SASSETTI LLC1 year Service code 10 · EIN 36-2239746 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,807 | $114,568+15.0% | $379,746-65.3% | $93,223+41.4% |
| Participation rate | 96.6% | 89.4%+7.2pp | 78.4%+18.1pp | 74.9%+21.7pp |
| Annual return | 15.50% | 16.38%-0.9pp | 34.90%-19.4pp | 19.29%-3.8pp |
| Employer contribution / active EE | $5,105 | $3,213+58.9% | $3,540+44.2% | $2,680+90.5% |
| Participant deferral / active EE | $7,010 | $6,118+14.6% | $6,024+16.4% | $4,563+53.6% |
| Admin fee / account holder | $105 | $72+45.6% | $7,927-98.7% | $79+33.0% |