Filed April 19, 2006 (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 ENGINES2+ years Filed as: FINANACIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $30,669 |
Filed as: FIDELITY INV INST OP CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,508 | $37,213+33.0% | $156,551-68.4% | $63,975-22.6% |
| Participation rate | 20.1% | 65.0%-44.9pp | 84.0%-63.9pp | 71.1%-51.0pp |
| Annual return | 9.40% | 47.89%-38.5pp | 32.23%-22.8pp | 48.65%-39.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $818 | $2,070-60.5% | $4,871-83.2% | $3,356-75.6% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |