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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,304,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $98,842 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,029 | $122,602+139.8% | $177,839+65.3% | $93,223+215.4% |
| Participation rate | 99.1% | 91.3%+7.8pp | 87.7%+11.4pp | 74.9%+24.2pp |
| Annual return | 17.52% | 22.53%-5.0pp | 48.33%-30.8pp | 19.29%-1.8pp |
| Employer contribution / active EE | $12,117 | $4,338+179.3% | $5,919+104.7% | $2,680+352.2% |
| Participant deferral / active EE | $13,902 | $7,134+94.9% | $7,714+80.2% | $4,563+204.7% |
| Admin fee / account holder | $210 | $62+241.6% | $12,432-98.3% | $79+165.8% |