Filed April 30, 2013 (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 |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,059,890 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $1,563,365 |
DORSEY & WHITNEY LLP2 years Filed as: DORSEY & WHITNEY Service code 29 · EIN 41-0223337 | Legal | $3,220 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INS OP COM, INC Service code 15 · EIN 04-2647786 | Recordkeeping | -$1,713,541 |
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 | $76,548 | $46,969+63.0% | $154,110-50.3% | $73,367+4.3% |
| Participation rate | 89.8% | 72.4%+17.4pp | 83.0%+6.8pp | 69.5%+20.3pp |
| Annual return | -3.05% | 821.68%-824.7pp | 735.22%-738.3pp | 173.45%-176.5pp |
| Employer contribution / active EE | $1,474 | $1,723-14.4% | $5,298-72.2% | $2,499-41.0% |
| Participant deferral / active EE | $5,640 | $3,162+78.4% | $5,081+11.0% | $4,033+39.9% |
| Admin fee / account holder | $42 | $47-9.0% | $13,412-99.7% | $68-38.0% |