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 ENGINES2+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,091,472 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $255,241 |
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 | $243,603 | $3,611,051-93.3% | $123,894+96.6% | $329,111-26.0% |
| Participation rate | 96.8% | 60.7%+36.1pp | 81.4%+15.4pp | 67.9%+29.0pp |
| Annual return | 7.77% | 14.13%-6.4pp | 47.52%-39.8pp | 16.35%-8.6pp |
| Employer contribution / active EE | $6,574 | $1,947+237.5% | $4,617+42.4% | $2,303+185.4% |
| Participant deferral / active EE | $11,197 | $4,426+153.0% | $5,984+87.1% | $3,682+204.1% |
| Admin fee / account holder | $201 | $9,731-97.9% | $8,357-97.6% | $754-73.3% |