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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,856,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,251,845 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $46,141 |
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 | $127,356 | $106,734+19.3% | $75,906+67.8% | $89,609+42.1% |
| Participation rate | 98.1% | 65.6%+32.5pp | 69.3%+28.8pp | 69.6%+28.5pp |
| Annual return | 20.00% | 24.20%-4.2pp | 30.73%-10.7pp | 33.65%-13.6pp |
| Employer contribution / active EE | $3,067 | $3,939-22.1% | $2,501+22.6% | $2,584+18.7% |
| Participant deferral / active EE | $6,802 | $3,965+71.6% | $3,604+88.7% | $4,222+61.1% |
| Admin fee / account holder | $110 | $80+36.8% | $5,421-98.0% | $72+52.9% |