Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $840,316 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $227,389 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,418 | $112,711+64.5% | $170,055+9.0% | $80,187+131.2% |
| Participation rate | 96.7% | 87.4%+9.3pp | 87.0%+9.7pp | 72.9%+23.8pp |
| Annual return | 19.76% | 67.06%-47.3pp | 53.43%-33.7pp | 40.40%-20.6pp |
| Employer contribution / active EE | $9,369 | $4,488+108.8% | $6,790+38.0% | $2,980+214.5% |
| Participant deferral / active EE | $8,759 | $7,861+11.4% | $10,410-15.9% | $5,016+74.6% |
| Admin fee / account holder | $153 | $99+54.3% | $12,828-98.8% | $145+5.8% |