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 ENGINES9+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $511,000 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $477,635 |
AT&T INC.9+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $117,000 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $97,000 |
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $88,000 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $55,000 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $42,000 |
Filed as: PWC US TAX LLP Service code 16 · EIN 92-0460586 | Consulting | $18,000 |
CEM BENCHMARKING4 years Service code 16 · EIN 98-0180257 | Consulting | $17,000 |
DIRECTPATH LLC4 years Service code 16 · EIN 02-0677999 | Consulting | $12,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,930 | $141,418+20.2% | $94,677+79.5% | $96,393+76.3% |
| Participation rate | 32.1% | 86.8%-54.7pp | 80.8%-48.7pp | 71.3%-39.1pp |
| Annual return | 16.45% | 21.96%-5.5pp | 156.95%-140.5pp | 22.88%-6.4pp |
| Employer contribution / active EE | $909 | $4,361-79.1% | $3,673-75.2% | $3,239-71.9% |
| Participant deferral / active EE | $2,026 | $10,695-81.1% | $7,418-72.7% | $5,455-62.9% |
| Admin fee / account holder | $115 | $82+39.0% | $7,222-98.4% | $74+55.0% |