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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES5+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $10,287,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $7,529,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,848,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,325 | $116,243+55.1% | $91,994+96.0% | $89,609+101.2% |
| Participation rate | 95.3% | 84.8%+10.5pp | 78.6%+16.7pp | 69.6%+25.7pp |
| Annual return | 39.24% | 23.75%+15.5pp | 69.04%-29.8pp | 34.56%+4.7pp |
| Employer contribution / active EE | $3,467 | $3,226+7.5% | $3,453+0.4% | $2,584+34.1% |
| Participant deferral / active EE | $7,055 | $7,519-6.2% | $5,924+19.1% | $4,220+67.2% |
| Admin fee / account holder | $87 | $82+5.3% | $7,744-98.9% | $72+20.9% |