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 ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,359,893 |
PROEQUITIES INC1 year Service code 28 · EIN 63-0879387 | Investment Management | $34,976 |
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 | -$258,025 |
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 | $105,665 | $66,513+58.9% | $178,510-40.8% | $106,273-0.6% |
| Participation rate | 85.4% | 73.8%+11.6pp | 81.9%+3.5pp | 70.8%+14.6pp |
| Annual return | 17.39% | 21.81%-4.4pp | 151.13%-133.7pp | 21.70%-4.3pp |
| Employer contribution / active EE | $1,450 | $1,776-18.3% | $5,011-71.1% | $2,722-46.7% |
| Participant deferral / active EE | $5,597 | $3,679+52.1% | $5,202+7.6% | $4,601+21.6% |
| Admin fee / account holder | $71 | $53+32.1% | $13,988-99.5% | $78-9.9% |