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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $791,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $673,170 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,681 | $49,270+33.3% | $156,551-58.0% | $329,111-80.0% |
| Participation rate | 82.6% | 68.1%+14.5pp | 84.0%-1.4pp | 67.9%+14.8pp |
| Annual return | 70.83% | 23.25%+47.6pp | 32.23%+38.6pp | 16.35%+54.5pp |
| Employer contribution / active EE | $853 | $1,534-44.4% | $5,501-84.5% | $2,303-63.0% |
| Participant deferral / active EE | $3,090 | $2,920+5.8% | $4,871-36.6% | $3,682-16.1% |
| Admin fee / account holder | $66 | $51+30.9% | $13,028-99.5% | $754-91.2% |