Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,941,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569,568 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $144,734 |
GEMMER ASSET MANAGEMENT2+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $107,895 |
SILICON VALLEY WEALTH ADVISORS2+ years Filed as: LASECKE WEIL WEALTH Service code 26 · EIN 77-0529771 | Advisory (Participants) | $21,265 |
RAND & ASSOCIATES2+ years Service code 10 · EIN 45-1863482 | Accounting | $17,232 |
CAPITAL ADVANTAGE INC2+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $16,638 |
CHRISTOPHER WEIL & COMPANY2+ years Service code 10 · EIN 94-3062824 | Accounting | $12,882 |
UCP1 year Service code 26 · EIN 27-0493248 | Advisory (Participants) | $10,735 |
ALCOSTA CAPITAL MANAGEMENT2+ years Service code 26 · EIN 81-0587139 | Advisory (Participants) | $7,591 |
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 | $194,753 | $49,270+295.3% | $156,551+24.4% | $329,111-40.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 84.0%+12.3pp | 67.9%+28.4pp |
| Annual return | 8.08% | 23.25%-15.2pp | 32.23%-24.1pp | 16.35%-8.3pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $14,999 | $2,920+413.7% | $4,871+207.9% | $3,682+307.4% |
| Admin fee / account holder | $122 | $51+141.0% | $13,028-99.1% | $754-83.8% |