Filed December 5, 2006 (most recent of 4 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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $763,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $711,414 |
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 | $42,593 | $46,516-8.4% | $147,618-71.1% | $69,651-38.8% |
| Participation rate | 79.1% | 65.8%+13.3pp | 84.6%-5.5pp | 66.6%+12.6pp |
| Annual return | 0.39% | 9.48%-9.1pp | 61.98%-61.6pp | 53.77%-53.4pp |
| Employer contribution / active EE | $372 | $1,393-73.3% | $5,564-93.3% | $2,241-83.4% |
| Participant deferral / active EE | $2,983 | $2,719+9.7% | $4,895-39.1% | $3,635-17.9% |
| Admin fee / account holder | $76 | $45+68.8% | $11,612-99.3% | $63+19.6% |