Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 15 · EIN 77-0473565 | Recordkeeping | $862,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $145,937 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $12,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $97,247 | $68,904+41.1% | $83,333+16.7% | $68,904+41.1% |
| Participation rate | 92.3% | 74.1%+18.2pp | 77.8%+14.6pp | 74.1%+18.2pp |
| Annual return | -4.61% | 1.07%-5.7pp | 10.63%-15.2pp | 1.07%-5.7pp |
| Employer contribution / active EE | $4,089 | $2,540+61.0% | $3,379+21.0% | $2,540+61.0% |
| Participant deferral / active EE | $6,230 | $4,015+55.2% | $5,565+12.0% | $4,015+55.2% |
| Admin fee / account holder | $90 | $71+25.7% | $7,510-98.8% | $71+25.7% |