Filed January 3, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $658,361 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $231,962 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $26,970 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $26,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$522,908 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,973 | $93,773+89.8% | $125,401+41.9% | $78,104+127.9% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.4%+13.3pp | 74.5%+21.2pp |
| Annual return | -20.26% | 277.78%-298.0pp | 572.53%-592.8pp | 10.90%-31.2pp |
| Employer contribution / active EE | $7,533 | $3,678+104.8% | $4,816+56.4% | $3,128+140.9% |
| Participant deferral / active EE | $10,133 | $6,971+45.4% | $7,448+36.0% | $5,089+99.1% |
| Admin fee / account holder | $165 | $67+146.7% | $10,008-98.3% | $79+109.3% |