Filed April 21, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,860,270 |
Filed as: FIDELITY INV. INTS. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $891,563 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $251,380 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $117,850 |
LOCKE LORD LLP2+ years Filed as: LOCKE LORD BISSELL LIDDELL Service code 16 · EIN 74-1164324 | Consulting | $115,740 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $45,743 |
TEJERA & ASSOCIATES, LLC2+ years Filed as: TEJERA & ASSOCIATES Service code 16 · EIN 20-3001362 | Consulting | $32,856 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,453 | $126,925-4.3% | $74,184+63.7% | $329,111-63.1% |
| Participation rate | 83.1% | 87.5%-4.5pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | 5.39% | 10.67%-5.3pp | 17.74%-12.3pp | 16.35%-11.0pp |
| Employer contribution / active EE | $4,774 | $3,536+35.0% | $2,370+101.4% | $2,303+107.2% |
| Participant deferral / active EE | $8,069 | $6,619+21.9% | $3,550+127.3% | $3,682+119.1% |
| Admin fee / account holder | $118 | $64+85.7% | $5,586-97.9% | $754-84.3% |