Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $570,763 |
FINANCIAL ENGINES4 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $276,167 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $36,072 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $33,760 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $22,577 |
SASSETTI LLC3 years Service code 10 · EIN 36-2239746 | Accounting | $5,000 |
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 | $104,412 | $78,104+33.7% | $115,756-9.8% | $78,104+33.7% |
| Participation rate | 98.4% | 74.5%+23.9pp | 77.1%+21.4pp | 74.5%+23.9pp |
| Annual return | -12.56% | 10.90%-23.5pp | 143.14%-155.7pp | 10.90%-23.5pp |
| Employer contribution / active EE | $5,261 | $3,128+68.2% | $3,793+38.7% | $3,128+68.2% |
| Participant deferral / active EE | $7,617 | $5,089+49.7% | $6,254+21.8% | $5,089+49.7% |
| Admin fee / account holder | $113 | $79+43.6% | $8,124-98.6% | $79+43.6% |