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) | $1,807,046 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT Service code 26 · EIN 42-1445429 | Advisory (Participants) | $108,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,387 |
GEMMER ASSET MANAGEMENT4+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $24,506 |
CAPITAL ADVANTAGE INC4+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $12,621 |
SEEL & WRIGHT LLC1 year Service code 26 395 TAYLOR ROAD · PLEASANT HILL, CA 94523 | Advisory (Participants) | $8,313 |
Filed as: WE ALLIANCE WEALTH ADVISORS Service code 26 · EIN 47-2701388 | Advisory (Participants) | $7,066 |
WHELAN FINANCIAL4+ years Service code 26 · EIN 77-0297894 | Advisory (Participants) | $6,166 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $5,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,803 | $46,969+331.8% | $154,110+31.6% | $73,367+176.4% |
| Participation rate | 99.9% | 72.4%+27.6pp | 83.0%+16.9pp | 69.5%+30.5pp |
| Annual return | -5.26% | 821.68%-826.9pp | 735.22%-740.5pp | 173.45%-178.7pp |
| Employer contribution / active EE | $15,241 | $1,723+784.5% | $5,298+187.7% | $2,499+509.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $220 | $47+372.6% | $13,412-98.4% | $68+222.1% |