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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $734,723 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $271,603 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $104,440 |
VERRILL DANA LLP3+ years Filed as: VERRILL DANA Service code 29 · EIN 01-0176171 | Legal | $20,474 |
Filed as: FIDELITY INVESTMENTS INSTITUIONAL Service code 99 | Other Fees | $0 |
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 | $139,761 | $96,400+45.0% | $149,721-6.7% | $177,276-21.2% |
| Participation rate | 96.0% | 88.9%+7.1pp | 87.1%+9.0pp | 74.8%+21.2pp |
| Annual return | 18.90% | 19.02%-0.1pp | 1501.67%-1482.8pp | 21.25%-2.4pp |
| Employer contribution / active EE | $8,019 | $3,680+117.9% | $5,444+47.3% | $2,479+223.5% |
| Participant deferral / active EE | $5,384 | $5,510-2.3% | $6,568-18.0% | $3,881+38.7% |
| Admin fee / account holder | $100 | $69+44.5% | $11,282-99.1% | $154-35.0% |