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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,379,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $999,212 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $28,859 |
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 | $520,554 | $106,734+387.7% | $75,906+585.8% | $89,609+480.9% |
| Participation rate | 98.2% | 65.6%+32.6pp | 69.3%+28.9pp | 69.6%+28.6pp |
| Annual return | 20.67% | 24.20%-3.5pp | 30.73%-10.1pp | 33.65%-13.0pp |
| Employer contribution / active EE | $31,607 | $3,939+702.3% | $2,501+1163.6% | $2,584+1123.1% |
| Participant deferral / active EE | $17,208 | $3,965+334.0% | $3,604+377.5% | $4,222+307.6% |
| Admin fee / account holder | $121 | $80+50.5% | $5,421-97.8% | $72+68.3% |