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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES8 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $176,476 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RSP INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $142,496 |
MERCER9+ years Service code 16 · EIN 13-2843441 | Consulting | $87,057 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $31,607 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $18,071 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES Service code 27 4000 LEGATO RD · FAIRFAX STATION, VA 22033 | Advisory (Plan) | $15,669 |
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 | $154,276 | $110,258+39.9% | $102,460+50.6% | $200,096-22.9% |
| Participation rate | 90.6% | 86.3%+4.3pp | 76.5%+14.1pp | 72.0%+18.6pp |
| Annual return | 14.92% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.3pp |
| Employer contribution / active EE | $9,709 | $3,605+169.3% | $3,025+220.9% | $3,038+219.6% |
| Participant deferral / active EE | $7,210 | $6,377+13.1% | $5,056+42.6% | $5,090+41.6% |
| Admin fee / account holder | $155 | $122+26.5% | $9,460-98.4% | $269-42.6% |