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 ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,385,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $891,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $459,000 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $441,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $213,000 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1404803 | Investment Management | $100,000 |
THE HARTFORD3+ years Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 23 · EIN 06-0974148 | Insurance services; Direct payment fr... | $78,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 21 · EIN 81-4017137 | Bank Trustee | $63,000 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $42,000 |
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 | $152,978 | $112,134+36.4% | $149,721+2.2% | $80,976+88.9% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.1%+11.2pp | 68.3%+30.0pp |
| Annual return | 16.14% | 17.23%-1.1pp | 1501.67%-1485.5pp | 22.91%-6.8pp |
| Employer contribution / active EE | $6,760 | $3,991+69.4% | $5,444+24.2% | $2,402+181.4% |
| Participant deferral / active EE | $8,318 | $6,036+37.8% | $6,568+26.6% | $3,848+116.2% |
| Admin fee / account holder | $174 | $109+59.8% | $11,282-98.5% | $67+158.7% |