Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,847,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $292,029 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $11,344 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $11,304 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $275,179 | $177,276+55.2% | $97,995+180.8% | $177,276+55.2% |
| Participation rate | 96.3% | 74.8%+21.5pp | 82.4%+13.9pp | 74.8%+21.5pp |
| Annual return | 10.15% | 21.25%-11.1pp | 23.94%-13.8pp | 21.25%-11.1pp |
| Employer contribution / active EE | $5,630 | $2,479+127.1% | $4,158+35.4% | $2,479+127.1% |
| Participant deferral / active EE | $13,844 | $3,881+256.8% | $5,097+171.6% | $3,881+256.8% |
| Admin fee / account holder | $182 | $154+18.1% | $5,943-96.9% | $154+18.1% |