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 |
|---|---|---|
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $101,000 |
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $69,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $68,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,463 | $80,360-37.2% | $90,161-44.0% | $77,958-35.3% |
| Participation rate | 97.5% | 81.9%+15.5pp | 76.9%+20.6pp | 71.6%+25.8pp |
| Annual return | 19.80% | 24.56%-4.8pp | 34.89%-15.1pp | 20.87%-1.1pp |
| Employer contribution / active EE | $2,173 | $2,326-6.6% | $3,318-34.5% | $2,310-5.9% |
| Participant deferral / active EE | $3,310 | $5,829-43.2% | $5,287-37.4% | $3,537-6.4% |
| Admin fee / account holder | $102 | $64+59.8% | $5,943-98.3% | $97+4.7% |