Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $673,131 |
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $96,305 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $76,772 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$189,587 |
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 | $94,337 | $75,760+24.5% | $123,105-23.4% | $59,188+59.4% |
| Participation rate | 99.4% | 86.0%+13.3pp | 86.8%+12.6pp | 69.4%+29.9pp |
| Annual return | 1.33% | 2.93%-1.6pp | 13.22%-11.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $6,224 | $3,415+82.2% | $5,151+20.8% | $2,098+196.7% |
| Participant deferral / active EE | $6,201 | $5,000+24.0% | $6,229-0.5% | $3,265+89.9% |
| Admin fee / account holder | $101 | $61+66.2% | $9,014-98.9% | $92+9.5% |