Filed April 27, 1
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 ENGINES1+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,042,713 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $385,323 |
SANDIA CORPORATION1+ years Service code 14 · EIN 85-0097942 | Plan Administrator | $290,458 |
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 | $228,570 | $65,877+247.0% | $115,038+98.7% | $69,651+228.2% |
| Participation rate | 95.1% | 58.1%+37.0pp | 81.4%+13.7pp | 66.6%+28.5pp |
| Annual return | 2.11% | 6.03%-3.9pp | 26.14%-24.0pp | 53.77%-51.7pp |
| Employer contribution / active EE | $5,683 | $1,712+231.9% | $4,608+23.3% | $2,241+153.7% |
| Participant deferral / active EE | $10,143 | $4,216+140.6% | $6,026+68.3% | $3,635+179.0% |
| Admin fee / account holder | $238 | $77+207.4% | $8,175-97.1% | $63+275.8% |