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 |
|---|---|---|
FINANCIAL ENGINES5+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $286,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $260,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $185,000 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $134,000 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $114,000 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $85,000 |
FIRST QUADRANT5+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 95-4562891 | Investment Management | $54,000 |
AT&T INC.5+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $48,000 |
NORTHERN TRUST COMPANY2 years Service code 28 · EIN 36-1561860 | Investment Management | $47,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $40,000 |
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 | $160,569 | $116,243+38.1% | $91,994+74.5% | $89,609+79.2% |
| Participation rate | 68.2% | 84.8%-16.6pp | 78.6%-10.4pp | 69.6%-1.4pp |
| Annual return | 21.40% | 23.75%-2.4pp | 69.04%-47.6pp | 33.65%-12.3pp |
| Employer contribution / active EE | $1,132 | $3,226-64.9% | $3,453-67.2% | $2,584-56.2% |
| Participant deferral / active EE | $4,133 | $7,519-45.0% | $5,924-30.2% | $4,222-2.1% |
| Admin fee / account holder | $81 | $82-1.6% | $7,744-99.0% | $72+13.0% |