Filed February 3, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $391,615 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $376,931 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $72,738 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
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 | $199,295 | $100,921+97.5% | $82,312+142.1% | $177,276+12.4% |
| Participation rate | 97.8% | 86.9%+10.8pp | 76.9%+20.9pp | 74.8%+22.9pp |
| Annual return | 20.02% | 20.33%-0.3pp | 25.88%-5.9pp | 21.25%-1.2pp |
| Employer contribution / active EE | $3,134 | $3,145-0.4% | $2,428+29.1% | $2,479+26.4% |
| Participant deferral / active EE | $12,884 | $5,192+148.2% | $3,706+247.6% | $3,881+232.0% |
| Admin fee / account holder | $34 | $64-47.2% | $5,608-99.4% | $154-78.0% |