Filed February 16, 2007 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $985,578 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $416,379 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 15 · EIN 52-1868818 | Recordkeeping | $185,986 |
THOMPSON HINE3+ years Filed as: THOMPSON AND HINE LLP Service code 29 · EIN 34-0575300 | Legal | $28,478 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,337 |
MARVIN AND COMPANY, P.C.3+ years Filed as: MARVIN DAMSMA Service code 20 65393 E. ROCKY MESA DRIVE · TUCSON, AZ 85739 | Trustee (individual); Direct payment ... | $9,120 |
PHILIP RADTKE3+ years Service code 20 156 HERRICK ROAD · RIVERSIDE, IL 60546 | Trustee (individual); Direct payment ... | $9,120 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,316 | $90,410+91.7% | $91,004+90.4% | $77,958+122.3% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.6pp |
| Annual return | 13.73% | 21.34%-7.6pp | 4.60%+9.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $7,555 | $3,392+122.8% | $2,456+207.7% | $2,310+227.0% |
| Participant deferral / active EE | $6,646 | $4,816+38.0% | $3,548+87.3% | $3,537+87.9% |
| Admin fee / account holder | $218 | $79+176.6% | $5,417-96.0% | $97+124.2% |