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 ENGINES8+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 47-5324976 | Advisory (Plan) | $77,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $40,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $19,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,999 | $58,354+38.8% | $86,460-6.3% | $66,954+21.0% |
| Participation rate | 86.4% | 78.6%+7.8pp | 80.3%+6.1pp | 69.8%+16.6pp |
| Annual return | -15.33% | -9.70%-5.6pp | 4399.82%-4415.2pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,939 | $2,617-25.9% | $3,771-48.6% | $2,545-23.8% |
| Participant deferral / active EE | $2,662 | $6,904-61.4% | $6,954-61.7% | $4,239-37.2% |
| Admin fee / account holder | $119 | $546-78.2% | $6,727-98.2% | $594-79.9% |