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 ENGINES6+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $924,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $386,866 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $24,850 |
JONES WALKER LLP6+ years Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $5,818 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,203 | $105,190+199.7% | $98,920+218.6% | $90,274+249.2% |
| Participation rate | 98.6% | 86.4%+12.3pp | 76.0%+22.6pp | 73.4%+25.3pp |
| Annual return | 14.37% | 18.52%-4.2pp | 196.47%-182.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $8,248 | $3,831+115.3% | $2,689+206.7% | $2,523+226.9% |
| Participant deferral / active EE | $13,535 | $5,616+141.0% | $4,245+218.9% | $4,231+219.9% |
| Admin fee / account holder | $251 | $97+157.5% | $6,643-96.2% | $114+119.8% |