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 ENGINES6+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $401,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $288,000 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $285,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $251,000 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $131,000 |
FIRST QUADRANT6+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 95-4562891 | Investment Management | $73,000 |
AT&T INC.6+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $48,000 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $44,000 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-1561860 | Investment Management | $39,000 |
DIRECTPATH LLC1 year Service code 16 · EIN 02-0677999 | Consulting | $30,000 |
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.
Annual investment return 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 | $173,494 | $139,618+24.3% | $100,540+72.6% | $106,273+63.3% |
| Participation rate | 67.4% | 83.2%-15.8pp | 79.4%-12.0pp | 70.8%-3.4pp |
| Annual return | 8.03% | 22.24%-14.2pp | 30.90%-22.9pp | 21.70%-13.7pp |
| Employer contribution / active EE | $1,210 | $3,379-64.2% | $3,419-64.6% | $2,722-55.6% |
| Participant deferral / active EE | $4,461 | $8,459-47.3% | $6,272-28.9% | $4,601-3.0% |
| Admin fee / account holder | $114 | $91+25.9% | $8,082-98.6% | $78+45.9% |