Filed April 29, 2010 (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 Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $205,358 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $36,369 |
LATHAM & WATKINS LLP1+ years Filed as: LATHAM AND WATKINS LLP Service code 16 PO BOX 894256 · LOS ANGELES, CA 90189 | Consulting | $22,442 |
DWORKEN HILLMAN LAMORTE & STERCZALA1+ years Service code 10 FOUR CORPORATE DRIVE · SHELTON, CT 06484 | Accounting | $15,908 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,865 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,027 | $82,422-2.9% | $67,652+18.3% | $67,505+18.6% |
| Participation rate | 96.0% | 84.2%+11.8pp | 75.7%+20.3pp | 71.2%+24.8pp |
| Annual return | 3.85% | 12.72%-8.9pp | 6625.04%-6621.2pp | 6.52%-2.7pp |
| Employer contribution / active EE | $3,534 | $2,879+22.8% | $2,266+56.0% | $2,173+62.7% |
| Participant deferral / active EE | $4,734 | $5,020-5.7% | $3,560+33.0% | $3,597+31.6% |
| Admin fee / account holder | $39 | $53-27.5% | $4,821-99.2% | $56-31.3% |