Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Service code 28 · EIN 23-1707341 | Investment Management | $329,619 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $287,770 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $255,461 |
AXIOM GLOBAL2+ years Filed as: AXIOM GLOBAL, INC. Service code 28 · EIN 13-4099840 | Investment Management | $42,284 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $21,450 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,219 | $80,211+142.1% | $74,184+161.8% | $63,975+203.6% |
| Participation rate | 95.3% | 84.2%+11.1pp | 76.6%+18.7pp | 71.1%+24.2pp |
| Annual return | 8.54% | 14.13%-5.6pp | 17.74%-9.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $4,785 | $2,553+87.4% | $2,370+101.9% | $2,182+119.3% |
| Participant deferral / active EE | $13,092 | $4,370+199.6% | $3,550+268.8% | $3,356+290.0% |
| Admin fee / account holder | $283 | $67+321.6% | $5,586-94.9% | $70+302.3% |