Filed November 6, 2009 (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 14 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Plan Administrator | $1,182,236 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATE Service code 15 · EIN 36-2235791 | Recordkeeping | $475,781 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 14 · EIN 41-1592157 | Plan Administrator | $296,657 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MGMT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $242,648 |
HEWITT ASSOCIATES LLC1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $113,881 | $67,505+68.7% | $63,244+80.1% | $67,505+68.7% |
| Participation rate | 99.4% | 71.2%+28.2pp | 71.0%+28.3pp | 71.2%+28.2pp |
| Annual return | -0.10% | 6.52%-6.6pp | -70.31%+70.2pp | 6.52%-6.6pp |
| Employer contribution / active EE | $5,387 | $2,173+147.9% | $2,322+132.0% | $2,173+147.9% |
| Participant deferral / active EE | $6,898 | $3,597+91.8% | $2,953+133.6% | $3,597+91.8% |
| Admin fee / account holder | $196 | $56+249.3% | $5,893-96.7% | $56+249.3% |