Filed March 2, 2006
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 ENGINES1+ years Service code 26 1050 ENTERPRISE WAY, 3RD FL · SUNNYVALE, CA 94089 | Advisory (Participants) | $901,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,587 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $18,000 |
JONES WALKER LLP1+ years Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $17,770 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,287 | $81,321+173.3% | $68,509+224.5% | $59,188+275.6% |
| Participation rate | 98.2% | 83.8%+14.4pp | 74.7%+23.5pp | 69.4%+28.8pp |
| Annual return | -1.28% | 4.65%-5.9pp | 8.27%-9.5pp | 5.51%-6.8pp |
| Employer contribution / active EE | $9,341 | $3,297+183.4% | $2,278+310.1% | $2,098+345.3% |
| Participant deferral / active EE | $10,674 | $4,592+132.4% | $3,382+215.6% | $3,265+227.0% |
| Admin fee / account holder | $183 | $62+196.8% | $5,275-96.5% | $92+98.7% |