Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $726,436 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $39,814 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$324,732 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,043 | $82,546+46.6% | $140,019-13.6% | $75,289+60.8% |
| Participation rate | 99.0% | 88.4%+10.7pp | 87.5%+11.5pp | 72.4%+26.6pp |
| Annual return | -5.61% | -0.36%-5.2pp | 651.19%-656.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $8,286 | $3,856+114.9% | $5,605+47.8% | $2,405+244.5% |
| Participant deferral / active EE | $7,428 | $5,731+29.6% | $6,927+7.2% | $3,739+98.7% |
| Admin fee / account holder | $67 | $86-22.0% | $10,705-99.4% | $102-34.6% |