Filed February 26, 2009 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,716,845 |
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,307,353 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $224,715 |
KELLEY DRYE & WARREN LLP2+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $126,600 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $102,500 |
HS2 SOLUTIONS1 year Service code 16 · EIN 35-2212436 | Consulting | $59,865 |
Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $40,484 |
Service code 33 · EIN 04-1867445 | Securities brokerage commissions and ... | $20,081 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 50 · EIN 34-1820650 | Direct Payment | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,074 | $86,496+46.9% | $80,977+56.9% | $329,111-61.4% |
| Participation rate | 99.6% | 80.0%+19.7pp | 75.8%+23.8pp | 67.9%+31.8pp |
| Annual return | 7.80% | 20.13%-12.3pp | 17.11%-9.3pp | 16.35%-8.6pp |
| Employer contribution / active EE | $3,536 | $2,395+47.6% | $3,715-4.8% | $2,303+53.5% |
| Participant deferral / active EE | $9,354 | $5,350+74.8% | $5,696+64.2% | $3,682+154.1% |
| Admin fee / account holder | $101 | $69+46.0% | $5,517-98.2% | $754-86.6% |