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 ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $483,031 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$182,400 |
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 | $207,572 | $105,173+97.4% | $87,102+138.3% | $77,775+166.9% |
| Participation rate | 97.4% | 85.8%+11.6pp | 76.9%+20.5pp | 73.2%+24.2pp |
| Annual return | 22.69% | 24.52%-1.8pp | 28.19%-5.5pp | 32.58%-9.9pp |
| Employer contribution / active EE | $9,858 | $2,890+241.1% | $2,521+291.0% | $2,504+293.7% |
| Participant deferral / active EE | $15,625 | $5,048+209.5% | $4,048+286.0% | $3,966+294.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |