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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $345,182 |
Service code 37 · EIN 04-2647786 | Loan Processing | $284,865 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $62,500 |
COHN REZNICK LLP1 year Service code 16 · EIN 22-1478099 | Consulting | $18,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,762 | $177,276-38.1% | $90,161+21.7% | $177,276-38.1% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.9%+20.1pp | 74.8%+22.2pp |
| Annual return | 33.09% | 21.25%+11.8pp | 34.89%-1.8pp | 21.25%+11.8pp |
| Employer contribution / active EE | $3,607 | $2,479+45.5% | $3,318+8.7% | $2,479+45.5% |
| Participant deferral / active EE | $8,317 | $3,881+114.3% | $5,287+57.3% | $3,881+114.3% |
| Admin fee / account holder | $73 | $154-52.9% | $5,943-98.8% | $154-52.9% |