Filed May 5, 2005 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,053,455 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $399,927 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,242 | $152,104-36.7% | $184,256-47.8% | $106,553-9.7% |
| Participation rate | 96.2% | 85.9%+10.3pp | 86.8%+9.4pp | 69.8%+26.4pp |
| Annual return | 14.29% | 20.70%-6.4pp | 28.85%-14.6pp | 17.37%-3.1pp |
| Employer contribution / active EE | $3,277 | $5,326-38.5% | $6,427-49.0% | $3,359-2.4% |
| Participant deferral / active EE | $5,462 | $8,559-36.2% | $9,133-40.2% | $5,562-1.8% |
| Admin fee / account holder | $96 | $103-6.8% | $13,899-99.3% | $80+20.0% |