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 | $1,095,253 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $301,403 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $76,676 |
STATE STREET GLOBAL ADVISORS5 years Service code 49 · EIN 04-1867445 | Other Services | $75,000 |
AON CONSULTING1 year Filed as: AON HEWITT CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $63,750 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $44,000 |
MPS COMMUNICATIONS6+ years Filed as: MPS COMMUNICATION GRAPHICS, INC. Service code 36 · EIN 23-2808727 | Direct payment from the plan; Other s... | $24,491 |
LPL FINANCIAL6+ years Service code 16 · EIN 04-3046611 | Consulting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,428 | $106,273-56.3% | $81,726-43.2% | $106,273-56.3% |
| Participation rate | 91.2% | 70.8%+20.4pp | 72.0%+19.2pp | 70.8%+20.4pp |
| Annual return | 9.60% | 21.70%-12.1pp | 29.49%-19.9pp | 21.70%-12.1pp |
| Employer contribution / active EE | $2,086 | $2,722-23.4% | $4,311-51.6% | $2,722-23.4% |
| Participant deferral / active EE | $2,871 | $4,601-37.6% | $7,108-59.6% | $4,601-37.6% |
| Admin fee / account holder | $76 | $78-2.4% | $5,160-98.5% | $78-2.4% |