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 37 · EIN 04-2647786 | Loan Processing | $152,000 |
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $38,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,241 | $70,106-42.6% | $80,977-50.3% | $63,975-37.1% |
| Participation rate | 97.2% | 79.4%+17.8pp | 75.8%+21.4pp | 71.1%+26.1pp |
| Annual return | 10.66% | 13.93%-3.3pp | 17.11%-6.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,661 | $2,042-18.7% | $3,715-55.3% | $2,182-23.9% |
| Participant deferral / active EE | $2,522 | $5,245-51.9% | $5,696-55.7% | $3,356-24.9% |
| Admin fee / account holder | $79 | $57+39.2% | $5,517-98.6% | $70+12.7% |