Filed October 18, 2004
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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $966,341 |
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $391,489 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $75,000 |
MPS COMMUNICATIONS1+ years Filed as: MPS COMMUNICATION GRAPHICS, INC. Service code 36 · EIN 23-2808727 | Participant communication; Copying an... | $63,031 |
TROUTMAN SANDERS LLP1+ years Filed as: PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 | Legal | $61,000 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $37,500 |
Service code 16 100 N SEPULVEDA BLVD, STE 500 · EL SEGUNDO, CA 90245 | Consulting | $26,218 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,777 | $69,651-24.2% | $63,244-16.6% | $69,651-24.2% |
| Participation rate | 64.0% | 66.6%-2.6pp | 71.0%-7.1pp | 66.6%-2.6pp |
| Annual return | -1.15% | 53.77%-54.9pp | -70.31%+69.2pp | 53.77%-54.9pp |
| Employer contribution / active EE | $1,896 | $2,241-15.4% | $2,322-18.3% | $2,241-15.4% |
| Participant deferral / active EE | $2,624 | $3,635-27.8% | $2,953-11.2% | $3,635-27.8% |
| Admin fee / account holder | $98 | $63+55.7% | $5,893-98.3% | $63+55.7% |