Filed March 7, 2013
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 |
|---|---|---|
FINANCIAL ENGINES5+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $91,296 |
MSX INTERNATIONAL2 years Filed as: MSX INTERNATIONAL/GEOMETRIC RESULTS Service code 13 26555 EVERGREEN ROAD · SOUTHFIELD, MI 48076 | Contract Administrator | $30,379 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,211 | $117,238-72.5% | $87,102-63.0% | $82,204-60.8% |
| Participation rate | 63.1% | 87.2%-24.2pp | 76.9%-13.8pp | 73.4%-10.3pp |
| Annual return | 32.01% | 25.80%+6.2pp | 28.19%+3.8pp | 26.31%+5.7pp |
| Employer contribution / active EE | $648 | $3,535-81.7% | $2,521-74.3% | $2,707-76.1% |
| Participant deferral / active EE | $1,327 | $5,976-77.8% | $4,048-67.2% | $4,246-68.7% |
| Admin fee / account holder | $47 | $81-41.6% | $7,493-99.4% | $76-37.3% |