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 ENGINES6 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,295,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $121,470 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $110,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,802 | $138,331+68.3% | $86,717+168.5% | $89,433+160.3% |
| Participation rate | 98.2% | 88.9%+9.3pp | 76.6%+21.6pp | 71.3%+26.9pp |
| Annual return | -17.95% | -11.72%-6.2pp | 35.97%-53.9pp | -11.88%-6.1pp |
| Employer contribution / active EE | $8,011 | $4,812+66.5% | $2,837+182.4% | $3,021+165.2% |
| Participant deferral / active EE | $15,955 | $8,027+98.8% | $4,657+242.6% | $5,125+211.3% |
| Admin fee / account holder | $122 | $64+90.1% | $7,494-98.4% | $79+53.5% |