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 ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $500,008 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$88,465 |
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 | $241,374 | $176,471+36.8% | $95,968+151.5% | $90,274+167.4% |
| Participation rate | 97.5% | 86.6%+11.0pp | 77.1%+20.4pp | 73.4%+24.2pp |
| Annual return | 16.51% | 20.15%-3.6pp | 91.65%-75.1pp | 53.97%-37.5pp |
| Employer contribution / active EE | $10,447 | $2,783+275.4% | $2,542+311.1% | $2,523+314.0% |
| Participant deferral / active EE | $17,107 | $5,325+221.2% | $4,167+310.5% | $4,231+304.4% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |