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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,083,104 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,058,048 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $9,620 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $448,180 | $106,972+319.0% | $71,671+525.3% | $80,976+453.5% |
| Participation rate | 98.2% | 64.4%+33.8pp | 68.7%+29.5pp | 68.3%+30.0pp |
| Annual return | 24.32% | 23.84%+0.5pp | 20.65%+3.7pp | 22.91%+1.4pp |
| Employer contribution / active EE | $30,865 | $4,034+665.0% | $2,460+1154.8% | $2,402+1184.8% |
| Participant deferral / active EE | $16,208 | $3,800+326.6% | $3,438+371.4% | $3,848+321.2% |
| Admin fee / account holder | $109 | $97+12.8% | $5,558-98.0% | $67+61.4% |