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 ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $487,076 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$155,217 |
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 | $189,087 | $88,730+113.1% | $82,312+129.7% | $77,958+142.5% |
| Participation rate | 98.5% | 84.5%+14.0pp | 76.9%+21.6pp | 71.6%+26.9pp |
| Annual return | 18.27% | 20.88%-2.6pp | 25.88%-7.6pp | 20.87%-2.6pp |
| Employer contribution / active EE | $8,297 | $2,758+200.8% | $2,428+241.7% | $2,310+259.1% |
| Participant deferral / active EE | $13,434 | $4,634+189.9% | $3,706+262.5% | $3,537+279.8% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |