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) | $1,763,788 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT Service code 26 · EIN 42-1445429 | Advisory (Participants) | $91,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,892 |
GEMMER ASSET MANAGEMENT3+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $23,910 |
CAPITAL ADVANTAGE INC3+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $8,638 |
WHELAN FINANCIAL3+ years Service code 26 · EIN 77-0297894 | Advisory (Participants) | $7,503 |
RAND & ASSOCIATES1 year Service code 26 · EIN 45-1863482 | Advisory (Participants) | $5,259 |
Filed as: WE ALLIANCE WEALTH ADVISORS Service code 26 · EIN 47-2701388 | Advisory (Participants) | $5,184 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,950 | $53,684+304.1% | $170,435+27.3% | $80,976+167.9% |
| Participation rate | 99.9% | 69.2%+30.7pp | 83.6%+16.3pp | 68.3%+31.7pp |
| Annual return | 17.79% | 25.97%-8.2pp | 205.94%-188.1pp | 22.91%-5.1pp |
| Employer contribution / active EE | $14,536 | $1,642+785.3% | $5,432+167.6% | $2,402+505.1% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $215 | $46+363.4% | $13,881-98.5% | $67+218.4% |