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 ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,029,834 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $511,397 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $80,278 | $118,441-32.2% | $151,634-47.1% | $89,433-10.2% |
| Participation rate | 95.8% | 88.0%+7.8pp | 87.5%+8.3pp | 71.3%+24.5pp |
| Annual return | -16.91% | -9.10%-7.8pp | 3.32%-20.2pp | -11.88%-5.0pp |
| Employer contribution / active EE | $3,006 | $4,770-37.0% | $6,165-51.2% | $3,021-0.5% |
| Participant deferral / active EE | $5,318 | $7,648-30.5% | $8,363-36.4% | $5,125+3.8% |
| Admin fee / account holder | $114 | $90+27.1% | $11,614-99.0% | $79+43.4% |