Filed December 19, 2011 (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 ENGINES2+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,827,342 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,816,838 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 47-0533629 | Direct payment from the plan; Securit... | $110,064 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1N WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $35,075 |
MAZURSKY CONSTANTINE LLC1 year Filed as: MAZURSKY CONSTANTINE Service code 29 999 PEACHTREE STREET · ATLANTA, GA 30309 | Legal | $10,642 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO. Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,520 | $79,480+63.0% | $108,582+19.3% | $329,111-60.6% |
| Participation rate | 93.6% | 72.0%+21.6pp | 79.6%+14.0pp | 67.9%+25.7pp |
| Annual return | 13.06% | 18.07%-5.0pp | -51.70%+64.8pp | 16.35%-3.3pp |
| Employer contribution / active EE | $4,118 | $2,317+77.7% | $3,758+9.6% | $2,303+78.8% |
| Participant deferral / active EE | $6,917 | $3,243+113.3% | $4,311+60.5% | $3,682+87.9% |
| Admin fee / account holder | $172 | $68+154.1% | $7,645-97.7% | $754-77.1% |