Filed November 9, 2005
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 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $354,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $264,654 | $104,631+152.9% | $98,462+168.8% | $80,187+230.0% |
| Participation rate | 93.3% | 87.5%+5.8pp | 75.2%+18.2pp | 72.9%+20.4pp |
| Annual return | 14.98% | 34.72%-19.7pp | 21.20%-6.2pp | 40.40%-25.4pp |
| Employer contribution / active EE | $11,817 | $4,517+161.6% | $3,049+287.6% | $2,980+296.6% |
| Participant deferral / active EE | $14,351 | $6,545+119.3% | $4,738+202.9% | $5,016+186.1% |
| Admin fee / account holder | $123 | $105+17.5% | $8,875-98.6% | $145-15.1% |