Filed February 9, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $817,562 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $493,165 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $19,188 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $15,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,557 | $114,568+73.3% | $379,746-47.7% | $93,223+113.0% |
| Participation rate | 97.6% | 89.4%+8.2pp | 78.4%+19.1pp | 74.9%+22.7pp |
| Annual return | 14.21% | 16.38%-2.2pp | 34.90%-20.7pp | 19.29%-5.1pp |
| Employer contribution / active EE | $3,893 | $3,213+21.2% | $3,540+10.0% | $2,680+45.3% |
| Participant deferral / active EE | $10,854 | $6,118+77.4% | $6,024+80.2% | $4,563+137.9% |
| Admin fee / account holder | $328 | $72+353.6% | $7,927-95.9% | $79+314.5% |