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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,457,313 |
Service code 37 · EIN 04-2647786 | Loan Processing | $818,442 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $38,479 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $619,513 | $123,048+403.5% | $81,988+655.6% | $106,273+482.9% |
| Participation rate | 98.0% | 65.1%+32.9pp | 69.3%+28.7pp | 70.8%+27.2pp |
| Annual return | 17.08% | 14.83%+2.2pp | 41.32%-24.2pp | 21.70%-4.6pp |
| Employer contribution / active EE | $31,624 | $3,893+712.4% | $2,499+1165.7% | $2,722+1061.7% |
| Participant deferral / active EE | $17,619 | $4,168+322.8% | $3,723+373.3% | $4,601+282.9% |
| Admin fee / account holder | $130 | $116+11.5% | $5,666-97.7% | $78+65.4% |