Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,525,173 |
Filed as: WE ALLIANCE WEALTH ADVISORS, INC Service code 26 · EIN 47-2701388 | Advisory (Participants) | $138,114 |
MERCER1 year Filed as: MERCER INC. Service code 14 · EIN 13-2834414 | Plan Administrator | $54,559 |
EWG ELEVATE INC1 year Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $40,627 |
GEMMER ASSET MANAGEMENT5+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $34,840 |
CAPITAL ADVANTAGE INC5+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $11,844 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT Service code 26 · EIN 42-1445429 | Advisory (Participants) | $7,504 |
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $5,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,642 | $58,202+308.3% | $172,757+37.6% | $89,609+165.2% |
| Participation rate | 99.9% | 72.8%+27.0pp | 82.6%+17.2pp | 69.6%+30.3pp |
| Annual return | 22.09% | 61.59%-39.5pp | 803.06%-781.0pp | 33.65%-11.6pp |
| Employer contribution / active EE | $15,199 | $1,759+764.1% | $5,144+195.5% | $2,584+488.1% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $180 | $53+242.9% | $13,956-98.7% | $72+151.5% |