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 ENGINES4+ years Filed as: FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,248,979 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $5,102,100 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $1,523,296 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $1,088,402 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $350,742 |
E. PERRY4+ years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $140,900 |
ERNST & YOUNG LLP2 years Filed as: ERNST& YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $137,000 |
T. BROWNING2 years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $97,169 |
Filed as: S. GRIFFITH Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $56,449 |
M. BROOKS4+ years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $49,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $302,809 | $173,253+74.8% | $80,022+278.4% | $73,367+312.7% |
| Participation rate | 99.5% | 88.8%+10.7pp | 75.8%+23.7pp | 69.5%+30.0pp |
| Annual return | -3.96% | -2.12%-1.8pp | 11.22%-15.2pp | 173.45%-177.4pp |
| Employer contribution / active EE | $11,800 | $6,338+86.2% | $2,468+378.1% | $2,499+372.2% |
| Participant deferral / active EE | $13,820 | $8,893+55.4% | $3,686+275.0% | $4,033+242.7% |
| Admin fee / account holder | $308 | $90+242.2% | $6,521-95.3% | $68+349.8% |