Filed October 19, 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 |
|---|---|---|
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $907,000 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $652,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 13-2647786 | Investment Management | $436,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $247,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Other fees; Trustee (bank, trust comp... | $73,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $62,000 |
THE HARTFORD1+ years Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 23 · EIN 06-0974148 | Insurance services; Direct payment fr... | $23,000 |
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 | $117,946 | $87,670+34.5% | $123,105-4.2% | $69,651+69.3% |
| Participation rate | 99.2% | 87.8%+11.4pp | 86.8%+12.4pp | 66.6%+32.6pp |
| Annual return | 0.64% | 3.10%-2.5pp | 13.22%-12.6pp | 53.77%-53.1pp |
| Employer contribution / active EE | $6,670 | $3,511+90.0% | $5,151+29.5% | $2,241+197.7% |
| Participant deferral / active EE | $7,901 | $5,412+46.0% | $6,229+26.8% | $3,635+117.3% |
| Admin fee / account holder | $118 | $94+25.7% | $9,014-98.7% | $63+87.2% |