Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $826,795 |
ALSTON & BIRD LLP3+ years Service code 10 · EIN 58-0137615 | Accounting | $299,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $209,094 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $25,000 |
MERCER3+ years Service code 11 · EIN 61-0736136 | Actuarial | $23,000 |
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 | $100,653 | $177,276-43.2% | $90,160+11.6% | $177,276-43.2% |
| Participation rate | 83.4% | 74.8%+8.6pp | 76.9%+6.5pp | 74.8%+8.6pp |
| Annual return | 17.95% | 21.25%-3.3pp | 34.88%-16.9pp | 21.25%-3.3pp |
| Employer contribution / active EE | $2,941 | $2,479+18.7% | $3,318-11.4% | $2,479+18.7% |
| Participant deferral / active EE | $4,471 | $3,881+15.2% | $5,288-15.4% | $3,881+15.2% |
| Admin fee / account holder | $114 | $154-26.1% | $5,943-98.1% | $154-26.1% |