Filed October 18, 2004 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $594,000 |
FINANCIAL ENGINES2+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $177,000 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $159,000 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $81,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK OF NEW ENGLAND, NA Service code 21 · EIN 04-1107280 | Bank Trustee | $47,000 |
FIRST QUADRANT2+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 95-4562891 | Investment Management | $43,000 |
EVERCORE TRUST COMPANY2+ years Service code 28 · EIN 26-4691954 | Investment Management | $42,000 |
AT&T INC.2+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $38,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $28,000 |
NOVA MARKETING SERVICES, INC.2+ years Service code 38 · EIN 43-0633498 | Participant Communication | $28,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,119 | $86,496+41.2% | $80,977+50.8% | $329,111-62.9% |
| Participation rate | 65.6% | 80.0%-14.3pp | 75.8%-10.2pp | 67.9%-2.2pp |
| Annual return | 12.52% | 20.13%-7.6pp | 17.11%-4.6pp | 16.35%-3.8pp |
| Employer contribution / active EE | $951 | $2,395-60.3% | $3,715-74.4% | $2,303-58.7% |
| Participant deferral / active EE | $2,921 | $5,350-45.4% | $5,696-48.7% | $3,682-20.7% |
| Admin fee / account holder | $65 | $69-7.0% | $5,517-98.8% | $754-91.4% |