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 ENGINES7+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,644,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$215,616 |
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 | $342,554 | $136,780+150.4% | $189,534+80.7% | $101,555+237.3% |
| Participation rate | 98.2% | 90.9%+7.4pp | 87.8%+10.4pp | 74.5%+23.7pp |
| Annual return | 16.22% | 37.00%-20.8pp | 555.39%-539.2pp | 21.00%-4.8pp |
| Employer contribution / active EE | $9,055 | $4,857+86.4% | $6,162+46.9% | $2,972+204.7% |
| Participant deferral / active EE | $14,538 | $7,572+92.0% | $8,220+76.9% | $4,874+198.3% |
| Admin fee / account holder | $215 | $64+234.8% | $12,049-98.2% | $139+53.9% |