Filed February 3, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $502,841 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $200,529 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 17 · EIN 94-2192581 | Pension Consulting | $96,983 |
HELLOWALLET, LLC1+ years Service code 49 · EIN 26-3682567 | Other Services | $70,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $60,566 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC Service code 17 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Pension Consulting | $30,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $26,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,710 | $82,422+87.7% | $67,652+128.7% | $67,505+129.2% |
| Participation rate | 96.5% | 84.2%+12.3pp | 75.7%+20.8pp | 71.2%+25.3pp |
| Annual return | 2.46% | 12.72%-10.3pp | 6625.40%-6622.9pp | 6.52%-4.1pp |
| Employer contribution / active EE | $3,055 | $2,879+6.1% | $2,266+34.8% | $2,173+40.6% |
| Participant deferral / active EE | $12,012 | $5,020+139.3% | $3,560+237.4% | $3,597+234.0% |
| Admin fee / account holder | $65 | $53+21.9% | $4,821-98.7% | $56+15.5% |