Filed March 24, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $303,402 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $289,874 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $50,000 |
COHN REZNICK LLP1+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,250 |
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 | $124,603 | $68,092+83.0% | $73,309+70.0% | $59,188+110.5% |
| Participation rate | 97.7% | 78.1%+19.7pp | 74.9%+22.8pp | 69.4%+28.3pp |
| Annual return | 2.23% | 5.93%-3.7pp | 5.67%-3.4pp | 5.51%-3.3pp |
| Employer contribution / active EE | $4,460 | $2,018+121.0% | $3,237+37.8% | $2,098+112.6% |
| Participant deferral / active EE | $10,013 | $5,041+98.6% | $4,991+100.6% | $3,265+206.7% |
| Admin fee / account holder | $114 | $630-81.9% | $5,635-98.0% | $92+23.5% |