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 ENGINES1 year Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Plan) | $95,716 |
MERCER2+ years Service code 27 · EIN 13-2843441 | Advisory (Plan) | $86,288 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $67,371 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $52,457 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $9,426 |
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 | $111,771 | $88,730+26.0% | $82,312+35.8% | $77,958+43.4% |
| Participation rate | 82.6% | 84.5%-1.9pp | 76.9%+5.7pp | 71.6%+10.9pp |
| Annual return | 13.97% | 20.88%-6.9pp | 25.88%-11.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $4,512 | $2,758+63.6% | $2,428+85.8% | $2,310+95.3% |
| Participant deferral / active EE | $4,776 | $4,634+3.1% | $3,706+28.9% | $3,537+35.0% |
| Admin fee / account holder | $94 | $74+26.6% | $5,608-98.3% | $97-3.9% |