Filed January 31, 1994
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 27 · EIN 77-0473565 | Advisory (Plan) | $179,170 |
WHITLEY PENN LLP1+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $30,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,564 |
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 | $175,317 | $88,646+97.8% | $90,223+94.3% | $59,188+196.2% |
| Participation rate | 96.7% | 84.8%+11.9pp | 79.0%+17.7pp | 69.4%+27.3pp |
| Annual return | 1.00% | 11.82%-10.8pp | 1.31%-0.3pp | 5.51%-4.5pp |
| Employer contribution / active EE | $6,310 | $5,463+15.5% | $4,378+44.1% | $2,098+200.8% |
| Participant deferral / active EE | $10,930 | $6,586+66.0% | $5,792+88.7% | $3,265+234.8% |
| Admin fee / account holder | $94 | $63+49.6% | $7,406-98.7% | $92+1.9% |