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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $351,974 |
BAY COLONY ADVISORS2+ years Filed as: THE BAY MUTUAL FINANACIAL Service code 27 · EIN 38-3694155 | Advisory (Plan) | $133,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $127,818 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,084 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $41,458 |
KING & SPALDING LLP1 year Service code 29 · EIN 58-0520153 | Legal | $17,877 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,124 | $70,106+148.4% | $80,977+115.0% | $63,975+172.2% |
| Participation rate | 85.1% | 79.4%+5.7pp | 75.8%+9.3pp | 71.1%+14.0pp |
| Annual return | 6.98% | 13.93%-6.9pp | 17.11%-10.1pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1 | $2,042-100.0% | $3,715-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $13,420 | $5,245+155.9% | $5,696+135.6% | $3,356+299.8% |
| Admin fee / account holder | $88 | $57+53.8% | $5,517-98.4% | $70+24.5% |