Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,085,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $308,585 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $153,013 |
GEMMER ASSET MANAGEMENT3+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $97,659 |
CAPITAL ADVANTAGE INC3+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $19,413 |
CHRISTOPHER WEIL & COMPANY3+ years Service code 49 · EIN 94-3062824 | Other Services | $15,752 |
RAND & ASSOCIATES3+ years Service code 26 · EIN 45-1863482 | Advisory (Participants) | $13,560 |
UCP2 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $12,390 |
SILICON VALLEY WEALTH ADVISORS3+ years Filed as: LASECKE WEIL WEALTH Service code 26 · EIN 77-0529771 | Advisory (Participants) | $9,997 |
Filed as: WE ALLIANCE WEALTH ADVISORS Service code 26 · EIN 47-2701388 | Advisory (Participants) | $7,046 |
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 | $219,111 | $53,684+308.2% | $170,435+28.6% | $80,976+170.6% |
| Participation rate | 96.6% | 69.2%+27.4pp | 83.6%+13.0pp | 68.3%+28.4pp |
| Annual return | 18.77% | 25.97%-7.2pp | 205.94%-187.2pp | 22.91%-4.1pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $15,508 | $3,017+414.1% | $4,939+214.0% | $3,848+303.0% |
| Admin fee / account holder | $111 | $46+139.1% | $13,881-99.2% | $67+64.3% |