Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,034,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $166,664 |
EWG ELEVATE INC3 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $120,467 |
GEMMER ASSET MANAGEMENT7+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $54,130 |
1919 INVESTMENT COUNSEL, LLC3 years Service code 26 · EIN 26-0103189 | Advisory (Participants) | $23,714 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL ADVANTAGE Service code 14 · EIN 94-3307876 | Plan Administrator | $19,999 |
UCP6 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $18,623 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $5,043 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,318 | $68,062+378.0% | $185,854+75.0% | $106,520+205.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.7%+15.0pp | 71.3%+25.4pp |
| Annual return | 15.50% | 18.20%-2.7pp | 122.12%-106.6pp | 19.28%-3.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $19,822 | $3,990+396.8% | $5,569+256.0% | $4,948+300.6% |
| Admin fee / account holder | $91 | $53+71.9% | $16,246-99.4% | $75+21.6% |