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) | $1,629,505 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT Service code 26 · EIN 42-1445429 | Advisory (Participants) | $85,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $84,660 |
GEMMER ASSET MANAGEMENT2+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $24,800 |
CAPITAL ADVANTAGE INC2+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $9,797 |
FISHER INVESTMENTS1 year Service code 26 · EIN 94-3029777 | Advisory (Participants) | $8,862 |
WHELAN FINANCIAL2+ years Service code 26 · EIN 77-0297894 | Advisory (Participants) | $7,336 |
ALCOSTA CAPITAL MANAGEMENT2+ years Filed as: ALCOSTA CAPITAL MANAGEMENT INC Service code 26 · EIN 81-0587139 | Advisory (Participants) | $6,595 |
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 | $191,018 | $49,270+287.7% | $156,551+22.0% | $329,111-42.0% |
| Participation rate | 99.9% | 68.1%+31.8pp | 84.0%+15.9pp | 67.9%+32.1pp |
| Annual return | 7.18% | 23.25%-16.1pp | 32.23%-25.0pp | 16.35%-9.2pp |
| Employer contribution / active EE | $14,602 | $1,534+851.6% | $5,501+165.4% | $2,303+533.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $213 | $51+321.6% | $13,028-98.4% | $754-71.7% |