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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $197,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,559 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
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 | $283,104 | $94,621+199.2% | $138,135+104.9% | $73,415+285.6% |
| Participation rate | 96.6% | 83.4%+13.2pp | 78.7%+17.9pp | 72.2%+24.4pp |
| Annual return | 18.26% | 16.57%+1.7pp | 20.51%-2.3pp | 59.30%-41.0pp |
| Employer contribution / active EE | $13,798 | $4,410+212.9% | $5,587+147.0% | $2,234+517.7% |
| Participant deferral / active EE | $12,735 | $6,199+105.5% | $6,431+98.0% | $3,806+234.6% |
| Admin fee / account holder | $202 | $140+44.0% | $11,856-98.3% | $158+27.9% |