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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,211,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,017,796 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $15,380 |
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 | $112,508 | $106,972+5.2% | $71,671+57.0% | $80,976+38.9% |
| Participation rate | 98.6% | 64.4%+34.2pp | 68.7%+29.9pp | 68.3%+30.4pp |
| Annual return | 16.96% | 23.84%-6.9pp | 20.65%-3.7pp | 22.91%-6.0pp |
| Employer contribution / active EE | $3,487 | $4,034-13.6% | $2,460+41.7% | $2,402+45.1% |
| Participant deferral / active EE | $6,414 | $3,800+68.8% | $3,438+86.6% | $3,848+66.7% |
| Admin fee / account holder | $112 | $97+16.4% | $5,558-98.0% | $67+66.6% |