Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,608,674 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT Service code 10 · EIN 42-1445429 | Accounting | $89,506 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,455 |
GEMMER ASSET MANAGEMENT1+ years Service code 99 · EIN 94-3317854 | Other Fees | $36,641 |
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $12,258 |
CAPITAL ADVANTAGE INC1+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $9,336 |
WHELAN FINANCIAL1+ years Service code 26 · EIN 77-0297894 | Advisory (Participants) | $7,151 |
ALCOSTA CAPITAL MANAGEMENT1+ years Filed as: ALCOSTA CAPITAL MANAGEMENT INC Service code 99 · EIN 81-0587139 | Other Fees | $6,644 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,645 | $46,516+271.1% | $147,618+17.0% | $69,651+147.9% |
| Participation rate | 99.9% | 65.8%+34.1pp | 84.6%+15.3pp | 66.6%+33.3pp |
| Annual return | -0.57% | 9.48%-10.0pp | 61.98%-62.6pp | 53.77%-54.3pp |
| Employer contribution / active EE | $14,231 | $1,393+921.5% | $5,564+155.8% | $2,241+535.2% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $208 | $45+364.4% | $11,612-98.2% | $63+229.0% |