Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $541,190 |
ALSTON & BIRD LLP5+ years Service code 16 · EIN 58-0137615 | Consulting | $150,688 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $116,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $97,904 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC Service code 16 · EIN 13-2646110 | Consulting | $51,085 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $26,000 |
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 | $119,671 | $90,629+32.0% | $91,989+30.1% | $82,204+45.6% |
| Participation rate | 93.6% | 84.5%+9.1pp | 78.6%+15.0pp | 73.4%+20.2pp |
| Annual return | 23.31% | 31.50%-8.2pp | 69.02%-45.7pp | 26.31%-3.0pp |
| Employer contribution / active EE | $4,338 | $3,242+33.8% | $3,452+25.7% | $2,707+60.2% |
| Participant deferral / active EE | $6,606 | $5,951+11.0% | $5,923+11.5% | $4,246+55.6% |
| Admin fee / account holder | $85 | $81+4.7% | $7,743-98.9% | $76+12.2% |