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) | $121,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $37,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $32,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,923 | $73,638+26.2% | $108,421-14.3% | $79,395+17.0% |
| Participation rate | 86.8% | 77.4%+9.4pp | 80.1%+6.6pp | 70.7%+16.1pp |
| Annual return | 10.87% | 33.27%-22.4pp | 905.61%-894.7pp | 116.90%-106.0pp |
| Employer contribution / active EE | $3,278 | $2,397+36.7% | $3,560-7.9% | $2,428+35.0% |
| Participant deferral / active EE | $4,145 | $6,218-33.3% | $6,564-36.8% | $4,046+2.5% |
| Admin fee / account holder | $137 | $638-78.6% | $7,298-98.1% | $626-78.2% |