Filed October 8, 2007
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $197,562 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RSP INC. Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $125,803 |
MERCER10+ years Service code 16 · EIN 13-2843441 | Consulting | $89,930 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $45,774 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $7,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,995 | $85,660+121.8% | $140,514+35.2% | $85,660+121.8% |
| Participation rate | 84.2% | 74.8%+9.3pp | 77.8%+6.4pp | 74.8%+9.3pp |
| Annual return | 8.95% | 19.52%-10.6pp | 14.36%-5.4pp | 19.52%-10.6pp |
| Employer contribution / active EE | $8,824 | $4,199+110.1% | $3,378+161.2% | $4,199+110.1% |
| Participant deferral / active EE | $7,805 | $3,518+121.8% | $4,919+58.7% | $3,518+121.8% |
| Admin fee / account holder | $183 | $224-18.1% | $13,697-98.7% | $224-18.1% |