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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3 years Service code 28 · EIN 23-1707341 | Investment Management | $454,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $272,466 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $200,831 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,115 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $21,990 |
AXIOM GLOBAL4+ years Filed as: AXIOM GLOBAL, INC. Service code 29 · EIN 13-4099840 | Legal | $12,472 |
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.
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 | $208,676 | $78,852+164.6% | $76,768+171.8% | $75,289+177.2% |
| Participation rate | 95.1% | 85.0%+10.1pp | 77.0%+18.1pp | 72.4%+22.7pp |
| Annual return | -5.43% | -1.29%-4.1pp | 2.43%-7.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $5,050 | $2,794+80.7% | $2,485+103.2% | $2,405+110.0% |
| Participant deferral / active EE | $13,874 | $4,800+189.0% | $3,852+260.2% | $3,739+271.1% |
| Admin fee / account holder | $323 | $79+309.5% | $6,676-95.2% | $102+216.2% |