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 ENGINES8 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,611,306 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $93,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,231,180 |
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 | $315,410 | $178,759+76.4% | $102,460+207.8% | $106,553+196.0% |
| Participation rate | 98.8% | 91.3%+7.5pp | 76.5%+22.3pp | 69.8%+28.9pp |
| Annual return | 22.46% | 17.23%+5.2pp | 29.47%-7.0pp | 17.37%+5.1pp |
| Employer contribution / active EE | $8,868 | $5,750+54.2% | $3,025+193.2% | $3,359+164.0% |
| Participant deferral / active EE | $18,859 | $9,466+99.2% | $5,056+273.0% | $5,562+239.0% |
| Admin fee / account holder | $94 | $62+50.9% | $9,460-99.0% | $80+17.7% |