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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Plan) | $973,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175,550 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $18,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,786 | $90,410+207.2% | $91,004+205.2% | $77,958+256.3% |
| Participation rate | 98.5% | 86.4%+12.1pp | 75.6%+22.9pp | 71.6%+26.9pp |
| Annual return | 16.67% | 21.34%-4.7pp | 4.60%+12.1pp | 20.87%-4.2pp |
| Employer contribution / active EE | $8,003 | $3,392+136.0% | $2,456+225.9% | $2,310+246.4% |
| Participant deferral / active EE | $12,018 | $4,816+149.6% | $3,548+238.8% | $3,537+239.8% |
| Admin fee / account holder | $217 | $79+175.4% | $5,417-96.0% | $97+123.2% |