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 ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $553,433 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$103,828 |
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 | $261,427 | $144,879+80.4% | $111,319+134.8% | $93,010+181.1% |
| Participation rate | 97.8% | 86.1%+11.7pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 13.66% | 18.11%-4.4pp | 54.68%-41.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $9,946 | $3,052+225.8% | $2,732+264.1% | $2,705+267.6% |
| Participant deferral / active EE | $16,168 | $5,576+190.0% | $4,488+260.3% | $4,561+254.5% |
| Admin fee / account holder | $66 | $104-35.9% | $7,966-99.2% | $152-56.3% |