Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,703,239 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS, INC. Service code 14 · EIN 52-1883918 | Plan Administrator | $81,081 |
EWG ELEVATE INC3 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $80,604 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,793 |
GEMMER ASSET MANAGEMENT7+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $20,506 |
CAPITAL ADVANTAGE INC7+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $10,331 |
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $7,041 |
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 | $300,532 | $68,062+341.6% | $185,854+61.7% | $106,520+182.1% |
| Participation rate | 99.8% | 75.2%+24.6pp | 81.7%+18.1pp | 71.3%+28.5pp |
| Annual return | 14.54% | 18.20%-3.7pp | 122.12%-107.6pp | 19.28%-4.7pp |
| Employer contribution / active EE | $15,834 | $1,997+692.8% | $5,169+206.3% | $2,840+457.5% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $161 | $53+205.2% | $16,246-99.0% | $75+116.0% |