Filed February 9, 2015 (most recent of 6 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 ENGINES3+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $838,599 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $591,595 |
Service code 14 · EIN 86-1028099 | Plan Administrator | $68,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,948 | $177,276-6.4% | $115,752+43.4% | $177,276-6.4% |
| Participation rate | 96.9% | 74.8%+22.1pp | 77.8%+19.1pp | 74.8%+22.1pp |
| Annual return | 15.43% | 21.25%-5.8pp | 19.41%-4.0pp | 21.25%-5.8pp |
| Employer contribution / active EE | $3,352 | $2,479+35.2% | $3,492-4.0% | $2,479+35.2% |
| Participant deferral / active EE | $9,143 | $3,881+135.6% | $5,204+75.7% | $3,881+135.6% |
| Admin fee / account holder | $340 | $154+120.4% | $6,278-94.6% | $154+120.4% |