Filed September 13, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $304,780 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $134,581 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $21,200 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,320 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,466 | $71,957+14.6% | $67,652+21.9% | $59,188+39.3% |
| Participation rate | 97.0% | 82.7%+14.3pp | 75.7%+21.3pp | 69.4%+27.6pp |
| Annual return | 11.51% | 8.53%+3.0pp | 6625.40%-6613.9pp | 5.51%+6.0pp |
| Employer contribution / active EE | $4,083 | $2,432+67.9% | $2,266+80.2% | $2,098+94.6% |
| Participant deferral / active EE | $9,228 | $4,211+119.1% | $3,560+159.2% | $3,265+182.6% |
| Admin fee / account holder | $113 | $64+75.6% | $4,821-97.7% | $92+22.2% |