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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $149,000 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 16 · EIN 94-3250323 | Consulting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,361 | $68,092-42.2% | $73,309-46.3% | $59,188-33.5% |
| Participation rate | 97.5% | 78.1%+19.5pp | 74.9%+22.6pp | 69.4%+28.1pp |
| Annual return | 0.46% | 5.93%-5.5pp | 5.67%-5.2pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,871 | $2,018-7.3% | $3,237-42.2% | $2,098-10.8% |
| Participant deferral / active EE | $2,802 | $5,041-44.4% | $4,991-43.8% | $3,265-14.2% |
| Admin fee / account holder | $78 | $630-87.7% | $5,635-98.6% | $92-15.8% |