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 ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,571,137 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $86,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,341 |
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 | $234,515 | $143,368+63.6% | $87,102+169.2% | $89,609+161.7% |
| Participation rate | 95.2% | 88.2%+6.9pp | 76.9%+18.3pp | 69.6%+25.6pp |
| Annual return | 24.78% | 28.55%-3.8pp | 28.19%-3.4pp | 33.65%-8.9pp |
| Employer contribution / active EE | $7,066 | $4,012+76.1% | $2,521+180.2% | $2,584+173.4% |
| Participant deferral / active EE | $13,464 | $7,129+88.9% | $4,048+232.6% | $4,222+218.9% |
| Admin fee / account holder | $113 | $61+85.0% | $7,493-98.5% | $72+57.1% |