Filed April 16, 2018 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,650,906 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $134,673 |
EWG ELEVATE INC4 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $64,425 |
GEMMER ASSET MANAGEMENT8+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $27,198 |
CAPITAL ADVANTAGE INC8+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $17,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,692 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,479 | $83,057+187.1% | $143,801+65.8% | $89,433+166.7% |
| Participation rate | 100.0% | 74.0%+25.9pp | 80.3%+19.6pp | 71.3%+28.7pp |
| Annual return | -16.81% | -13.97%-2.8pp | -0.04%-16.8pp | -11.88%-4.9pp |
| Employer contribution / active EE | $15,710 | $2,095+649.9% | $4,952+217.2% | $3,021+420.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,639-100.0% | $5,125-100.0% |
| Admin fee / account holder | $244 | $83+193.6% | $14,680-98.3% | $79+206.9% |