Filed September 27, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $898,017 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $128,965 |
VERRILL DANA LLP2+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $26,958 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,182 | $82,683+42.9% | $133,975-11.8% | $65,292+81.0% |
| Participation rate | 95.8% | 87.3%+8.4pp | 87.1%+8.7pp | 72.4%+23.3pp |
| Annual return | 8.31% | 9.63%-1.3pp | 29.29%-21.0pp | 11.84%-3.5pp |
| Employer contribution / active EE | $7,223 | $3,583+101.6% | $5,211+38.6% | $2,302+213.8% |
| Participant deferral / active EE | $5,156 | $5,190-0.7% | $6,282-17.9% | $3,579+44.1% |
| Admin fee / account holder | $94 | $66+42.4% | $9,324-99.0% | $57+63.1% |