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 ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,570,877 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $827,412 |
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 | $633,693 | $140,910+349.7% | $76,030+733.5% | $106,553+494.7% |
| Participation rate | 98.3% | 64.1%+34.1pp | 69.1%+29.2pp | 69.8%+28.5pp |
| Annual return | 15.47% | 16.51%-1.0pp | 361.54%-346.1pp | 17.37%-1.9pp |
| Employer contribution / active EE | $41,334 | $5,354+672.0% | $2,688+1438.0% | $3,359+1130.7% |
| Participant deferral / active EE | $20,648 | $5,004+312.6% | $4,257+385.0% | $5,562+271.2% |
| Admin fee / account holder | $114 | $117-2.6% | $6,421-98.2% | $80+43.5% |