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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $3,088,674 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,268,704 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $649,180 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $256,235 |
COMPSIGHT, LLC1 year Service code 15 · EIN 47-3578822 | Recordkeeping | $184,829 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $129,963 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $88,443 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $55,946 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO., LLC Service code 29 · EIN 34-1820650 | Legal | $15,000 |
MARUDAS GRAPHICS, INC.1 year Service code 38 · EIN 41-1952419 | Participant Communication | $14,802 |
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 | $161,348 | $96,381+67.4% | $140,019+15.2% | $73,367+119.9% |
| Participation rate | 99.0% | 90.1%+8.9pp | 87.5%+11.5pp | 69.5%+29.6pp |
| Annual return | -4.72% | -4.30%-0.4pp | 651.19%-655.9pp | 173.45%-178.2pp |
| Employer contribution / active EE | $4,015 | $4,168-3.7% | $5,605-28.4% | $2,499+60.7% |
| Participant deferral / active EE | $8,633 | $6,186+39.6% | $6,927+24.6% | $4,033+114.1% |
| Admin fee / account holder | $139 | $100+39.2% | $10,705-98.7% | $68+103.4% |