Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,467,962 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL, INC. Service code 14 · EIN 52-1883918 | Plan Administrator | $131,993 |
EWG ELEVATE INC2 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $67,584 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $37,862 |
GEMMER ASSET MANAGEMENT6+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $23,495 |
CAPITAL ADVANTAGE INC6+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $6,665 |
SEEL & WRIGHT LLC3 years Service code 16 395 TAYLOR BLVD · PLEASANT HILL, CA 94523 | Consulting | $6,292 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,825 | $66,513+304.2% | $178,510+50.6% | $106,273+153.0% |
| Participation rate | 99.9% | 73.8%+26.1pp | 81.9%+18.0pp | 70.8%+29.1pp |
| Annual return | 15.31% | 21.81%-6.5pp | 151.13%-135.8pp | 21.70%-6.4pp |
| Employer contribution / active EE | $15,612 | $1,776+779.1% | $5,011+211.5% | $2,722+473.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $134 | $53+150.4% | $13,988-99.0% | $78+70.8% |