Filed February 4, 2008 (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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,195,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $140,763 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,670 | $104,281+98.2% | $140,019+47.6% | $68,904+199.9% |
| Participation rate | 99.4% | 89.1%+10.3pp | 87.5%+11.9pp | 74.1%+25.3pp |
| Annual return | -5.53% | -1.33%-4.2pp | 651.19%-656.7pp | 1.07%-6.6pp |
| Employer contribution / active EE | $11,279 | $4,070+177.1% | $5,605+101.2% | $2,540+344.0% |
| Participant deferral / active EE | $12,474 | $6,129+103.5% | $6,927+80.1% | $4,015+210.7% |
| Admin fee / account holder | $212 | $79+169.3% | $10,705-98.0% | $71+197.3% |