Filed August 24, 2005
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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $280,148 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$62,622 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,051 | $80,211+102.0% | $74,184+118.4% | $63,975+153.3% |
| Participation rate | 97.7% | 84.2%+13.5pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | 9.39% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.3pp |
| Employer contribution / active EE | $8,112 | $2,553+217.7% | $2,370+242.3% | $2,182+271.8% |
| Participant deferral / active EE | $13,222 | $4,370+202.6% | $3,550+272.5% | $3,356+293.9% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |