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 ENGINES7+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,072,356 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$187,776 |
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 | $103,317 | $143,889-28.2% | $189,534-45.5% | $106,520-3.0% |
| Participation rate | 87.1% | 89.1%-2.0pp | 87.8%-0.7pp | 71.3%+15.8pp |
| Annual return | 14.37% | 17.38%-3.0pp | 555.39%-541.0pp | 19.28%-4.9pp |
| Employer contribution / active EE | $2,588 | $4,416-41.4% | $6,162-58.0% | $2,840-8.9% |
| Participant deferral / active EE | $4,830 | $7,575-36.2% | $8,220-41.2% | $4,948-2.4% |
| Admin fee / account holder | $69 | $98-30.1% | $12,049-99.4% | $75-7.8% |