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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,251,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,193,461 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $48,099 |
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 | $433,249 | $96,540+348.8% | $67,313+543.6% | $73,367+490.5% |
| Participation rate | 98.4% | 65.8%+32.6pp | 69.1%+29.3pp | 69.5%+28.9pp |
| Annual return | -4.98% | -4.11%-0.9pp | -4.08%-0.9pp | 173.45%-178.4pp |
| Employer contribution / active EE | $31,130 | $4,087+661.7% | $2,566+1113.4% | $2,499+1145.7% |
| Participant deferral / active EE | $16,746 | $3,965+322.3% | $3,568+369.3% | $4,033+315.3% |
| Admin fee / account holder | $116 | $100+16.7% | $4,507-97.4% | $68+70.1% |