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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $545,976 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,480 |
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 | $285,110 | $159,391+78.9% | $102,460+178.3% | $99,313+187.1% |
| Participation rate | 97.1% | 88.6%+8.5pp | 76.5%+20.6pp | 71.7%+25.4pp |
| Annual return | 16.40% | 19.03%-2.6pp | 29.47%-13.1pp | 17.67%-1.3pp |
| Employer contribution / active EE | $7,832 | $4,207+86.2% | $3,025+158.9% | $3,264+139.9% |
| Participant deferral / active EE | $15,151 | $7,498+102.1% | $5,056+199.6% | $5,346+183.4% |
| Admin fee / account holder | $71 | $159-55.7% | $9,460-99.3% | $109-35.4% |