Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $700,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $229,714 |
CARON & BLETZER, PLLC2+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $41,499 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $37,250 |
ALSTON & BIRD LLP2+ years Service code 10 · EIN 58-0137615 | Accounting | $21,029 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,691 | $65,292+38.9% | $80,975+12.0% | $65,292+38.9% |
| Participation rate | 86.2% | 72.4%+13.8pp | 75.8%+10.4pp | 72.4%+13.8pp |
| Annual return | 2.76% | 11.84%-9.1pp | 17.10%-14.3pp | 11.84%-9.1pp |
| Employer contribution / active EE | $3,349 | $2,302+45.5% | $3,714-9.8% | $2,302+45.5% |
| Participant deferral / active EE | $4,975 | $3,579+39.0% | $5,696-12.7% | $3,579+39.0% |
| Admin fee / account holder | $93 | $57+61.5% | $5,516-98.3% | $57+61.5% |