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 ENGINES2+ years Filed as: FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,546,298 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,167,768 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMPA Service code 28 · EIN 20-2159373 | Investment Management | $1,284,827 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $1,249,737 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $433,056 |
E. PERRY2+ years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $193,142 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $147,037 |
T. DUHON2+ years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $98,243 |
BARRETT & COMPANY2+ years Filed as: J. BARRETT Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $63,477 |
M. BROOKS2+ years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $49,964 |
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 | $276,909 | $169,122+63.7% | $78,002+255.0% | $329,111-15.9% |
| Participation rate | 99.2% | 88.4%+10.8pp | 75.5%+23.7pp | 67.9%+31.3pp |
| Annual return | 8.11% | 11.00%-2.9pp | 425.99%-417.9pp | 16.35%-8.2pp |
| Employer contribution / active EE | $11,229 | $5,827+92.7% | $2,470+354.6% | $2,303+387.5% |
| Participant deferral / active EE | $12,511 | $8,046+55.5% | $3,497+257.8% | $3,682+239.8% |
| Admin fee / account holder | $290 | $83+251.3% | $5,481-94.7% | $754-61.5% |