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 Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $545,124 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$111,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,844 | $130,052+59.8% | $86,717+139.7% | $77,906+166.8% |
| Participation rate | 97.5% | 85.9%+11.5pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -16.17% | -12.73%-3.4pp | 35.97%-52.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $10,453 | $3,214+225.3% | $2,837+268.4% | $2,846+267.2% |
| Participant deferral / active EE | $16,785 | $5,741+192.4% | $4,657+260.4% | $4,805+249.3% |
| Admin fee / account holder | $63 | $132-52.3% | $7,494-99.2% | $133-52.6% |