Filed February 3, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $415,541 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $284,486 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $114,984 |
HELLOWALLET, LLC2+ years Service code 49 · EIN 26-3682567 | Other Services | $70,000 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $18,900 |
Service code 10 · EIN 77-0573994 | Accounting | $9,677 |
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 | $165,796 | $88,581+87.2% | $74,184+123.5% | $65,292+153.9% |
| Participation rate | 97.0% | 86.2%+10.8pp | 76.6%+20.3pp | 72.4%+24.5pp |
| Annual return | 8.26% | 11.72%-3.5pp | 17.74%-9.5pp | 11.84%-3.6pp |
| Employer contribution / active EE | $2,982 | $3,021-1.3% | $2,370+25.8% | $2,302+29.5% |
| Participant deferral / active EE | $11,974 | $4,898+144.4% | $3,550+237.3% | $3,579+234.6% |
| Admin fee / account holder | $64 | $60+6.5% | $5,586-98.9% | $57+11.0% |