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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,815,929 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $904,819 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,278 | $46,969+2.8% | $154,110-68.7% | $73,367-34.2% |
| Participation rate | 69.1% | 72.4%-3.3pp | 83.0%-14.0pp | 69.5%-0.4pp |
| Annual return | -4.55% | 821.68%-826.2pp | 735.22%-739.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $840 | $1,723-51.2% | $5,298-84.1% | $2,499-66.4% |
| Participant deferral / active EE | $3,271 | $3,162+3.4% | $5,081-35.6% | $4,033-18.9% |
| Admin fee / account holder | $77 | $47+65.6% | $13,412-99.4% | $68+12.9% |