Filed February 3, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,181 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $136,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $99,870 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC Service code 17 · EIN 94-2192581 | Pension Consulting | $81,983 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $29,000 |
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 | $236,690 | $105,173+125.0% | $87,102+171.7% | $77,775+204.3% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.1pp | 73.2%+23.8pp |
| Annual return | 22.54% | 24.52%-2.0pp | 28.19%-5.7pp | 32.58%-10.0pp |
| Employer contribution / active EE | $3,331 | $2,890+15.2% | $2,521+32.1% | $2,504+33.0% |
| Participant deferral / active EE | $13,975 | $5,048+176.8% | $4,048+245.2% | $3,966+252.4% |
| Admin fee / account holder | $69 | $105-34.4% | $7,493-99.1% | $100-31.4% |