Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,157,168 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350,735 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $149,910 |
GEMMER ASSET MANAGEMENT4+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $64,793 |
CAPITAL ADVANTAGE INC4+ years Filed as: CAPITAL ADVANTAGE Service code 16 · EIN 94-3307876 | Consulting | $55,066 |
RAND & ASSOCIATES4+ years Service code 26 · EIN 45-1863482 | Advisory (Participants) | $12,759 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 26 · EIN 42-1445429 | Advisory (Participants) | $11,366 |
UCP3 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $8,570 |
Filed as: WE ALLIANCE WEALTH ADVISORS Service code 26 · EIN 47-2701388 | Advisory (Participants) | $8,439 |
CHRISTOPHER WEIL & COMPANY4+ years Service code 49 · EIN 94-3062824 | Other Services | $8,386 |
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 | $205,792 | $46,969+338.1% | $154,110+33.5% | $73,367+180.5% |
| Participation rate | 96.6% | 72.4%+24.2pp | 83.0%+13.6pp | 69.5%+27.2pp |
| Annual return | -4.58% | 821.68%-826.3pp | 735.22%-739.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $16,872 | $3,162+433.5% | $5,081+232.1% | $4,033+318.4% |
| Admin fee / account holder | $109 | $47+133.8% | $13,412-99.2% | $68+59.3% |