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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,289,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,592,692 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $76,901 |
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 | $106,546 | $96,540+10.4% | $67,313+58.3% | $73,367+45.2% |
| Participation rate | 98.5% | 65.8%+32.7pp | 69.1%+29.4pp | 69.5%+29.0pp |
| Annual return | -5.27% | -4.11%-1.2pp | -4.08%-1.2pp | 173.45%-178.7pp |
| Employer contribution / active EE | $3,455 | $4,087-15.5% | $2,566+34.7% | $2,499+38.3% |
| Participant deferral / active EE | $6,659 | $3,965+67.9% | $3,568+86.6% | $4,033+65.1% |
| Admin fee / account holder | $106 | $100+6.0% | $4,507-97.7% | $68+54.5% |