Filed February 3, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $485,134 |
CALLAN ASSOCIATES1 year Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $140,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $117,158 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $43,000 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT, INC Service code 17 · EIN 33-0905143 | Pension Consulting | $30,000 |
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 | $191,579 | $78,852+143.0% | $76,768+149.6% | $75,289+154.5% |
| Participation rate | 97.3% | 85.0%+12.4pp | 77.0%+20.4pp | 72.4%+24.9pp |
| Annual return | -4.12% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,250 | $2,794+16.3% | $2,485+30.8% | $2,405+35.1% |
| Participant deferral / active EE | $13,545 | $4,800+182.2% | $3,852+251.7% | $3,739+262.3% |
| Admin fee / account holder | $19 | $79-76.1% | $6,676-99.7% | $102-81.6% |