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 Filed as: EDELMAN FINANCIAL ENGINES Service code 27 · EIN 77-0473565 | Advisory (Plan) | $532,759 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $75,304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,678 | $104,544+135.0% | $96,564+154.4% | $80,187+206.4% |
| Participation rate | 98.3% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 17.76% | 21.79%-4.0pp | 25.89%-8.1pp | 40.40%-22.6pp |
| Employer contribution / active EE | $10,559 | $3,527+199.3% | $2,967+255.9% | $2,980+254.4% |
| Participant deferral / active EE | $18,005 | $6,170+191.8% | $4,852+271.1% | $5,016+258.9% |
| Admin fee / account holder | $93 | $107-12.7% | $8,256-98.9% | $145-35.7% |