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 ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,521,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,851,850 |
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 | $147,925 | $140,910+5.0% | $76,030+94.6% | $106,553+38.8% |
| Participation rate | 95.0% | 64.1%+30.9pp | 69.1%+26.0pp | 69.8%+25.2pp |
| Annual return | 12.93% | 16.51%-3.6pp | 361.54%-348.6pp | 17.37%-4.4pp |
| Employer contribution / active EE | $4,477 | $5,354-16.4% | $2,688+66.6% | $3,359+33.3% |
| Participant deferral / active EE | $7,653 | $5,004+52.9% | $4,257+79.8% | $5,562+37.6% |
| Admin fee / account holder | $83 | $117-29.1% | $6,421-98.7% | $80+4.5% |