Filed July 18, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $444,068 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $144,611 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,830 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $3,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,387 | $129,756-35.7% | $170,055-51.0% | $103,657-19.6% |
| Participation rate | 79.9% | 91.3%-11.4pp | 87.0%-7.1pp | 73.4%+6.5pp |
| Annual return | 17.82% | 20.17%-2.4pp | 53.43%-35.6pp | 33.13%-15.3pp |
| Employer contribution / active EE | $4,885 | $5,236-6.7% | $6,790-28.1% | $3,216+51.9% |
| Participant deferral / active EE | $6,048 | $8,283-27.0% | $10,410-41.9% | $5,218+15.9% |
| Admin fee / account holder | $56 | $73-23.7% | $12,828-99.6% | $114-51.3% |