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 ENGINES6+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $11,815,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $7,228,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,577,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,808 | $139,618+38.8% | $100,540+92.8% | $106,273+82.4% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.4%+16.4pp | 70.8%+25.0pp |
| Annual return | 10.01% | 22.24%-12.2pp | 30.90%-20.9pp | 21.70%-11.7pp |
| Employer contribution / active EE | $4,746 | $3,379+40.5% | $3,419+38.8% | $2,722+74.3% |
| Participant deferral / active EE | $8,782 | $8,459+3.8% | $6,272+40.0% | $4,601+90.8% |
| Admin fee / account holder | $93 | $91+2.3% | $8,082-98.9% | $78+18.6% |