Filed March 12, 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 ENGINES1+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $881,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,019 |
BAY COLONY ADVISORS1+ years Filed as: THE BAY MUTUAL FINANACIAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $66,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $162,456 | $68,092+138.6% | $73,309+121.6% | $59,188+174.5% |
| Participation rate | 84.2% | 78.1%+6.1pp | 74.9%+9.2pp | 69.4%+14.7pp |
| Annual return | 0.26% | 5.93%-5.7pp | 5.67%-5.4pp | 5.51%-5.2pp |
| Employer contribution / active EE | $693 | $2,018-65.7% | $3,237-78.6% | $2,098-67.0% |
| Participant deferral / active EE | $13,650 | $5,041+170.8% | $4,991+173.5% | $3,265+318.1% |
| Admin fee / account holder | $107 | $630-82.9% | $5,635-98.1% | $92+16.5% |