Filed October 18, 2004 (most recent of 2 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 Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,179,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,016,151 |
Form 5500 reported that benefits due were not provided when due.
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 | $98,804 | $93,789+5.3% | $67,836+45.7% | $329,111-70.0% |
| Participation rate | 98.0% | 65.9%+32.1pp | 68.8%+29.2pp | 67.9%+30.1pp |
| Annual return | 25.15% | 17.51%+7.6pp | 138.49%-113.3pp | 16.35%+8.8pp |
| Employer contribution / active EE | $3,102 | $3,924-21.0% | $2,404+29.0% | $2,303+34.7% |
| Participant deferral / active EE | $4,966 | $3,663+35.6% | $3,160+57.2% | $3,682+34.9% |
| Admin fee / account holder | $85 | $82+3.6% | $4,621-98.2% | $754-88.7% |