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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $283,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250,077 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $100,334 |
COHN REZNICK LLP2+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,750 |
SHIPMAN & GOODWIN LLP1 year Filed as: SHIPMAN AND GOODMAN Service code 29 ONE CONSTITUTION PLAZA · HARTFORD, CT 061031919 | Legal | $13,686 |
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 | $125,339 | $65,292+92.0% | $80,977+54.8% | $65,292+92.0% |
| Participation rate | 97.4% | 72.4%+25.0pp | 75.8%+21.6pp | 72.4%+25.0pp |
| Annual return | 8.91% | 11.84%-2.9pp | 17.11%-8.2pp | 11.84%-2.9pp |
| Employer contribution / active EE | $4,549 | $2,302+97.6% | $3,715+22.5% | $2,302+97.6% |
| Participant deferral / active EE | $10,145 | $3,579+183.5% | $5,696+78.1% | $3,579+183.5% |
| Admin fee / account holder | $89 | $57+55.9% | $5,517-98.4% | $57+55.9% |