Filed May 21, 2012 (most recent of 4 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 ENGINES1+ years Filed as: FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,699,711 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $4,813,407 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMPA Service code 28 · EIN 20-2159373 | Investment Management | $1,357,450 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $1,228,405 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $449,445 |
E. PERRY1+ years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $201,032 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $136,500 |
T. DUHON1+ years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $95,451 |
BARRETT & COMPANY1+ years Filed as: J. BARRETT Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $75,715 |
M. BROOKS1+ years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $63,153 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,394 | $158,120+65.3% | $68,509+281.5% | $69,651+275.3% |
| Participation rate | 99.2% | 88.0%+11.2pp | 74.7%+24.5pp | 66.6%+32.7pp |
| Annual return | -1.85% | 3.41%-5.3pp | 8.27%-10.1pp | 53.77%-55.6pp |
| Employer contribution / active EE | $11,240 | $5,427+107.1% | $2,278+393.4% | $2,241+401.7% |
| Participant deferral / active EE | $12,009 | $7,897+52.1% | $3,382+255.1% | $3,635+230.4% |
| Admin fee / account holder | $296 | $74+302.4% | $5,275-94.4% | $63+368.6% |