Filed July 29, 2006 (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 ENGINES7+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 47-5324976 | Advisory (Plan) | $521,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $392,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $218,000 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $152,000 |
RGA REINSURANCE COMPANY7+ years Service code 28 · EIN 43-1235868 | Investment Management | $141,000 |
Filed as: AEGON Service code 28 · EIN 27-0648897 | Investment Management | $108,000 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $74,000 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $74,000 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $73,000 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $52,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,870 | $159,295+5.4% | $108,421+54.8% | $106,520+57.6% |
| Participation rate | 34.8% | 85.5%-50.7pp | 80.1%-45.3pp | 71.3%-36.5pp |
| Annual return | 11.31% | 17.79%-6.5pp | 905.61%-894.3pp | 19.28%-8.0pp |
| Employer contribution / active EE | $952 | $3,803-75.0% | $3,560-73.2% | $2,840-66.5% |
| Participant deferral / active EE | $2,094 | $9,392-77.7% | $6,564-68.1% | $4,948-57.7% |
| Admin fee / account holder | $129 | $99+30.4% | $7,298-98.2% | $75+72.7% |