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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,410,415 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,188,960 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $1,409,748 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST COMPA Service code 28 · EIN 20-2159373 | Investment Management | $1,145,364 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $424,195 |
ERNST & YOUNG LLP1 year Filed as: ERNST& YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $137,000 |
E. PERRY3+ years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $132,276 |
T. BROWNING1 year Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $97,903 |
BARRETT & COMPANY3+ years Filed as: J. BARRETT Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $49,411 |
M. BROOKS3+ years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $45,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,118 | $187,373+71.9% | $91,004+254.0% | $80,976+297.8% |
| Participation rate | 99.1% | 87.5%+11.6pp | 75.6%+23.5pp | 68.3%+30.8pp |
| Annual return | 12.11% | 16.95%-4.8pp | 4.60%+7.5pp | 22.91%-10.8pp |
| Employer contribution / active EE | $12,117 | $5,838+107.5% | $2,456+393.4% | $2,402+404.4% |
| Participant deferral / active EE | $13,720 | $8,375+63.8% | $3,548+286.7% | $3,848+256.5% |
| Admin fee / account holder | $302 | $91+230.5% | $5,417-94.4% | $67+347.8% |