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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $176,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,245 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
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 | $210,743 | $96,900+117.5% | $111,392+89.2% | $75,289+179.9% |
| Participation rate | 97.2% | 85.9%+11.3pp | 78.9%+18.3pp | 72.4%+24.8pp |
| Annual return | -4.16% | 1.66%-5.8pp | -2.06%-2.1pp | -0.04%-4.1pp |
| Employer contribution / active EE | $13,926 | $5,520+152.3% | $4,328+221.8% | $2,405+479.1% |
| Participant deferral / active EE | $10,439 | $6,494+60.8% | $5,567+87.5% | $3,739+179.2% |
| Admin fee / account holder | $144 | $105+37.2% | $12,266-98.8% | $102+40.9% |