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 INVESTMENTS2 years Service code 28 · EIN 23-1707341 | Investment Management | $415,752 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $335,012 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $292,435 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $21,490 |
AXIOM GLOBAL3+ years Filed as: AXIOM GLOBAL, INC. Service code 29 · EIN 13-4098840 | Legal | $7,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $227,020 | $88,730+155.9% | $82,312+175.8% | $77,958+191.2% |
| Participation rate | 95.5% | 84.5%+11.0pp | 76.9%+18.7pp | 71.6%+23.9pp |
| Annual return | 15.95% | 20.88%-4.9pp | 25.88%-9.9pp | 20.87%-4.9pp |
| Employer contribution / active EE | $4,842 | $2,758+75.5% | $2,428+99.4% | $2,310+109.5% |
| Participant deferral / active EE | $13,251 | $4,634+185.9% | $3,706+257.5% | $3,537+274.7% |
| Admin fee / account holder | $341 | $74+361.2% | $5,608-93.9% | $97+250.3% |