Filed August 7, 2007
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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $4,750,652 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $108,430 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-0467907 | Recordkeeping | $9,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$157,406 |
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 | $196,759 | $127,796+54.0% | $76,768+156.3% | $73,367+168.2% |
| Participation rate | 97.1% | 88.2%+8.9pp | 77.0%+20.1pp | 69.5%+27.6pp |
| Annual return | -5.36% | -2.31%-3.0pp | 2.43%-7.8pp | 173.45%-178.8pp |
| Employer contribution / active EE | $7,397 | $3,931+88.2% | $2,485+197.6% | $2,499+196.0% |
| Participant deferral / active EE | $14,041 | $6,924+102.8% | $3,852+264.6% | $4,033+248.2% |
| Admin fee / account holder | $125 | $66+88.2% | $6,676-98.1% | $68+82.8% |