Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $183,964 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $182,812 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $58,066 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $52,680 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $8,482 |
SASSETTI LLC4 years Service code 10 · EIN 36-2239746 | Accounting | $7,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,531 | $136,853-14.8% | $130,298-10.6% | $80,187+45.3% |
| Participation rate | 96.6% | 81.6%+15.0pp | 76.3%+20.3pp | 72.9%+23.7pp |
| Annual return | -12.94% | 22.66%-35.6pp | 38.90%-51.8pp | 40.40%-53.3pp |
| Employer contribution / active EE | $5,168 | $3,395+52.3% | $4,128+25.2% | $2,980+73.5% |
| Participant deferral / active EE | $6,497 | $5,856+11.0% | $6,790-4.3% | $5,016+29.5% |
| Admin fee / account holder | $79 | $184-57.3% | $6,025-98.7% | $145-45.8% |