Filed February 3, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $113,772 |
MERCER9 years Service code 16 · EIN 30-0282430 | Consulting | $91,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,251 |
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 | $179,116 | $122,128+46.7% | $147,117+21.8% | $200,096-10.5% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 20.56% | 30.58%-10.0pp | 420.54%-400.0pp | 34.26%-13.7pp |
| Employer contribution / active EE | $5,277 | $4,093+28.9% | $4,932+7.0% | $3,038+73.7% |
| Participant deferral / active EE | $8,314 | $8,484-2.0% | $8,065+3.1% | $5,090+63.3% |
| Admin fee / account holder | $74 | $180-58.6% | $12,993-99.4% | $269-72.4% |