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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $796,111 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $209,522 |
DERRICK STUBBS & STITH, LLP2+ years Filed as: DERRICK, STUBBS & STITH, LLC Service code 10 · EIN 57-0306533 | Accounting | $18,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $58,043 | $93,756-38.1% | $133,975-56.7% | $329,111-82.4% |
| Participation rate | 99.2% | 89.7%+9.5pp | 87.1%+12.2pp | 67.9%+31.4pp |
| Annual return | 7.62% | 20.33%-12.7pp | 29.29%-21.7pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,792 | $3,619-50.5% | $5,211-65.6% | $2,303-22.2% |
| Participant deferral / active EE | $3,888 | $5,685-31.6% | $6,282-38.1% | $3,682+5.6% |
| Admin fee / account holder | $82 | $90-8.4% | $9,324-99.1% | $754-89.1% |