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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $154,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,359 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,175 | $84,728+250.7% | $60,547+390.8% | $69,651+326.7% |
| Participation rate | 98.3% | 63.7%+34.6pp | 68.0%+30.3pp | 66.6%+31.7pp |
| Annual return | 0.00% | -1.91%+1.9pp | 335.64%-335.6pp | 53.77%-53.8pp |
| Employer contribution / active EE | $3,919 | $3,261+20.2% | $2,419+62.0% | $2,241+74.9% |
| Participant deferral / active EE | $1,007 | $3,056-67.0% | $3,328-69.7% | $3,635-72.3% |
| Admin fee / account holder | $8 | $74-89.7% | $4,536-99.8% | $63-87.9% |