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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $920,537 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$184,357 |
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 | $92,874 | $139,268-33.3% | $177,839-47.8% | $106,273-12.6% |
| Participation rate | 88.4% | 91.6%-3.2pp | 87.7%+0.7pp | 70.8%+17.6pp |
| Annual return | 19.03% | 17.20%+1.8pp | 48.33%-29.3pp | 21.70%-2.7pp |
| Employer contribution / active EE | $2,528 | $4,832-47.7% | $5,919-57.3% | $2,722-7.1% |
| Participant deferral / active EE | $4,683 | $7,227-35.2% | $7,714-39.3% | $4,601+1.8% |
| Admin fee / account holder | $59 | $97-39.3% | $12,432-99.5% | $78-25.0% |