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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $809,504 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $162,958 |
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $82,670 |
DERRICK STUBBS & STITH, LLP1+ years Filed as: DERRICK, STUBBS & STITH, LLC Service code 10 · EIN 57-0306533 | Accounting | $37,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,567 | $87,670-36.6% | $123,105-54.9% | $69,651-20.2% |
| Participation rate | 99.1% | 87.8%+11.4pp | 86.8%+12.3pp | 66.6%+32.6pp |
| Annual return | 1.23% | 3.10%-1.9pp | 13.22%-12.0pp | 53.77%-52.5pp |
| Employer contribution / active EE | $1,639 | $3,511-53.3% | $5,151-68.2% | $2,241-26.9% |
| Participant deferral / active EE | $3,902 | $5,412-27.9% | $6,229-37.4% | $3,635+7.3% |
| Admin fee / account holder | $91 | $94-3.5% | $9,014-99.0% | $63+43.7% |