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 ENGINES9+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $353,000 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $303,776 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $295,000 |
AT&T INC.9+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $123,000 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $52,000 |
NORTHERN TRUST COMPANY6 years Service code 28 · EIN 36-1561860 | Investment Management | $43,000 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $24,000 |
Filed as: PWC US TAX LLP Service code 16 · EIN 92-0460586 | Consulting | $18,000 |
CEM BENCHMARKING4 years Service code 16 · EIN 98-0180257 | Consulting | $16,000 |
DIRECTPATH LLC4 years Service code 16 · EIN 02-0677999 | Consulting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,501 | $141,418+38.2% | $94,646+106.6% | $96,393+102.8% |
| Participation rate | 65.1% | 86.8%-21.7pp | 80.8%-15.7pp | 71.3%-6.1pp |
| Annual return | 15.29% | 21.96%-6.7pp | 156.71%-141.4pp | 22.88%-7.6pp |
| Employer contribution / active EE | $1,206 | $4,361-72.3% | $3,672-67.2% | $3,238-62.8% |
| Participant deferral / active EE | $4,743 | $10,695-55.7% | $7,418-36.1% | $5,455-13.0% |
| Admin fee / account holder | $102 | $82+24.1% | $7,231-98.6% | $74+38.4% |