Filed February 3, 2005 (most recent of 3 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 ENGINES4+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,779,334 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,233,123 |
CRAMER ROSENTHAL MCGLYNN LLC4+ years Service code 28 · EIN 13-3977282 | Investment Management | $2,018,472 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $766,736 |
GOLDMAN SACHS4+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $338,738 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,587 | $173,253+55.6% | $80,022+236.9% | $73,367+267.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -4.79% | -2.12%-2.7pp | 11.22%-16.0pp | 173.45%-178.2pp |
| Employer contribution / active EE | $7,834 | $6,338+23.6% | $2,468+217.4% | $2,499+213.5% |
| Participant deferral / active EE | $13,610 | $8,893+53.0% | $3,686+269.3% | $4,033+237.5% |
| Admin fee / account holder | $349 | $90+288.7% | $6,521-94.6% | $68+410.9% |