Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $683,942 |
BCBSA NEBA3+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $73,827 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$146,834 |
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 | $127,274 | $89,274+42.6% | $149,721-15.0% | $77,958+63.3% |
| Participation rate | 98.9% | 87.6%+11.3pp | 87.1%+11.8pp | 71.6%+27.2pp |
| Annual return | 19.44% | 20.36%-0.9pp | 1501.67%-1482.2pp | 20.87%-1.4pp |
| Employer contribution / active EE | $7,753 | $3,727+108.0% | $5,444+42.4% | $2,310+235.5% |
| Participant deferral / active EE | $6,833 | $5,382+27.0% | $6,568+4.0% | $3,537+93.2% |
| Admin fee / account holder | $93 | $240-61.1% | $11,282-99.2% | $97-4.1% |