Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $291,360 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 16 · EIN 58-0137615 | Consulting | $76,619 |
MERCER6+ years Service code 16 · EIN 61-0736136 | Consulting | $66,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,097 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER PLLC Service code 16 · EIN 04-3499945 | Consulting | $26,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,037 | $103,430+29.6% | $100,540+33.3% | $93,223+43.8% |
| Participation rate | 92.7% | 84.3%+8.4pp | 79.4%+13.3pp | 74.9%+17.8pp |
| Annual return | 17.47% | 24.60%-7.1pp | 30.90%-13.4pp | 19.29%-1.8pp |
| Employer contribution / active EE | $4,183 | $3,129+33.7% | $3,419+22.4% | $2,680+56.1% |
| Participant deferral / active EE | $6,486 | $6,375+1.7% | $6,272+3.4% | $4,563+42.1% |
| Admin fee / account holder | $43 | $85-49.1% | $8,082-99.5% | $79-45.6% |