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 ENGINES4+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $947,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,030 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $18,540 |
Form 5500 reported that benefits due were not provided when due.
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 | $250,354 | $134,045+86.8% | $80,022+212.9% | $75,289+232.5% |
| Participation rate | 98.7% | 85.8%+12.9pp | 75.8%+22.8pp | 72.4%+26.2pp |
| Annual return | -4.55% | -0.56%-4.0pp | 11.22%-15.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $9,699 | $3,492+177.7% | $2,468+293.0% | $2,405+303.3% |
| Participant deferral / active EE | $12,485 | $4,976+150.9% | $3,686+238.7% | $3,739+234.0% |
| Admin fee / account holder | $192 | $124+55.0% | $6,521-97.1% | $102+87.6% |