Filed January 18, 2006 (most recent of 2 filings on file)
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 27 · EIN 77-0473565 | Advisory (Plan) | $388,354 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,256 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,596 | $80,211+110.2% | $74,184+127.3% | $63,975+163.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.56% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $6,101 | $2,553+139.0% | $2,370+157.4% | $2,182+179.7% |
| Participant deferral / active EE | $9,853 | $4,370+125.5% | $3,550+177.6% | $3,356+193.6% |
| Admin fee / account holder | $68 | $67+0.5% | $5,586-98.8% | $70-4.1% |