Filed May 2, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $3,583,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,247,653 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $324,046 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $91,133 |
CURCIO WEBB3+ years Service code 16 · EIN 36-4171366 | Consulting | $76,544 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $42,141 |
MARUDAS GRAPHICS, INC.1 year Filed as: MARUDAS GRAPHICS INC Service code 38 · EIN 41-1952419 | Participant Communication | $26,493 |
TECHINTURE, INC3+ years Service code 15 · EIN 20-0820356 | Recordkeeping | $21,604 |
Filed as: QDRO CONSULTANTS CO, LLC Service code 29 · EIN 34-1820650 | Legal | $11,700 |
NINTHWAVE LLC3+ years Service code 16 · EIN 27-4633498 | Consulting | $7,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,241 | $112,134+52.7% | $149,721+14.4% | $80,976+111.5% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.1%+11.9pp | 68.3%+30.7pp |
| Annual return | 17.20% | 17.23%0pp | 1501.67%-1484.5pp | 22.91%-5.7pp |
| Employer contribution / active EE | $3,931 | $3,991-1.5% | $5,444-27.8% | $2,402+63.6% |
| Participant deferral / active EE | $8,256 | $6,036+36.8% | $6,568+25.7% | $3,848+114.5% |
| Admin fee / account holder | $130 | $109+18.6% | $11,282-98.9% | $67+92.0% |