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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,110,000 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $624,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $454,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $251,000 |
THE HARTFORD2+ years Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 23 · EIN 06-0974148 | Insurance services; Direct payment fr... | $92,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $61,000 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $53,000 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $43,000 |
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 | $130,109 | $93,756+38.8% | $133,975-2.9% | $329,111-60.5% |
| Participation rate | 99.4% | 89.7%+9.6pp | 87.1%+12.3pp | 67.9%+31.5pp |
| Annual return | 8.02% | 20.33%-12.3pp | 29.29%-21.3pp | 16.35%-8.3pp |
| Employer contribution / active EE | $6,812 | $3,619+88.2% | $5,211+30.7% | $2,303+195.7% |
| Participant deferral / active EE | $8,229 | $5,685+44.8% | $6,282+31.0% | $3,682+123.5% |
| Admin fee / account holder | $122 | $90+36.6% | $9,324-98.7% | $754-83.8% |