Filed October 19, 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 ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $25,693 |
GRANT THORNTON LLP8 years Service code 27 · EIN 36-6055558 | Advisory (Plan) | $25,238 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,688 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,075 | $76,137+44.6% | $96,564+14.0% | $71,535+53.9% |
| Participation rate | 94.5% | 74.4%+20.1pp | 76.0%+18.5pp | 67.9%+26.6pp |
| Annual return | 17.68% | 22.81%-5.1pp | 25.89%-8.2pp | 28.97%-11.3pp |
| Employer contribution / active EE | $2,723 | $2,248+21.2% | $2,967-8.2% | $2,590+5.1% |
| Participant deferral / active EE | $4,762 | $4,217+12.9% | $4,852-1.9% | $4,292+11.0% |
| Admin fee / account holder | $106 | $2,710-96.1% | $8,256-98.7% | $1,589-93.3% |