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) | $12,323,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,378,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $5,059,000 |
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 | $212,004 | $159,295+33.1% | $108,421+95.5% | $106,520+99.0% |
| Participation rate | 94.6% | 85.5%+9.1pp | 80.1%+14.5pp | 71.3%+23.3pp |
| Annual return | 12.12% | 17.79%-5.7pp | 905.61%-893.5pp | 19.28%-7.2pp |
| Employer contribution / active EE | $4,972 | $3,803+30.8% | $3,560+39.7% | $2,840+75.1% |
| Participant deferral / active EE | $9,444 | $9,392+0.6% | $6,564+43.9% | $4,948+90.9% |
| Admin fee / account holder | $90 | $99-9.1% | $7,298-98.8% | $75+20.4% |