Filed August 2, 2018 (most recent of 2 filings on file)
| 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 | $122,585+75.4% | $184,256+16.7% | $200,096+7.5% |
| Participation rate | 99.0% | 86.9%+12.0pp | 86.8%+12.1pp | 72.0%+27.0pp |
| Annual return | 15.25% | 144.12%-128.9pp | 28.85%-13.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $10,133 | $4,571+121.7% | $6,427+57.7% | $3,038+233.6% |
| Participant deferral / active EE | $9,759 | $7,972+22.4% | $9,133+6.8% | $5,090+91.7% |
| Admin fee / account holder | $170 | $120+41.6% | $13,899-98.8% | $269-36.8% |