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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $7,055,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,080,884 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $61,521 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,466 | $123,048+10.9% | $81,988+66.4% | $106,273+28.4% |
| Participation rate | 97.5% | 65.1%+32.4pp | 69.3%+28.2pp | 70.8%+26.7pp |
| Annual return | 14.64% | 14.83%-0.2pp | 41.32%-26.7pp | 21.70%-7.1pp |
| Employer contribution / active EE | $3,617 | $3,893-7.1% | $2,499+44.8% | $2,722+32.9% |
| Participant deferral / active EE | $6,414 | $4,168+53.9% | $3,723+72.3% | $4,601+39.4% |
| Admin fee / account holder | $109 | $116-6.5% | $5,666-98.1% | $78+38.8% |