Filed August 2, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $949,535 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $211,055 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,063 | $122,695+75.3% | $184,185+16.8% | $199,874+7.6% |
| Participation rate | 99.0% | 87.0%+12.0pp | 86.8%+12.1pp | 72.0%+27.0pp |
| Annual return | 15.25% | 143.93%-128.7pp | 28.81%-13.6pp | 34.28%-19.0pp |
| Employer contribution / active EE | $10,133 | $4,581+121.2% | $6,426+57.7% | $3,036+233.7% |
| Participant deferral / active EE | $9,759 | $7,983+22.2% | $9,132+6.9% | $5,090+91.7% |
| Admin fee / account holder | $170 | $120+41.4% | $13,909-98.8% | $269-36.8% |