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 | $716,772 |
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $280,525 |
STATE STREET GLOBAL ADVISORS8+ years Service code 49 · EIN 81-4017137 | Other Services | $100,000 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $85,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $61,611 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $47,936 |
LPL FINANCIAL9+ years Service code 16 · EIN 04-3046611 | Consulting | $20,000 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,535 | $96,393-47.6% | $77,163-34.5% | $96,393-47.6% |
| Participation rate | 76.2% | 71.3%+5.0pp | 69.6%+6.7pp | 71.3%+5.0pp |
| Annual return | 16.58% | 22.88%-6.3pp | 37.87%-21.3pp | 22.88%-6.3pp |
| Employer contribution / active EE | $2,099 | $3,238-35.2% | $2,535-17.2% | $3,238-35.2% |
| Participant deferral / active EE | $3,013 | $5,455-44.8% | $3,833-21.4% | $5,455-44.8% |
| Admin fee / account holder | $68 | $74-7.7% | $5,472-98.8% | $74-7.7% |