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 ENGINES4+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $918,978 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $619,924 |
SNELL & WILMER LLP1 year Service code 29 · EIN 86-0089731 | Legal | $14,350 |
Service code 49 · EIN 86-0011170 | Other Services | $10,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,366 | $93,094+63.7% | $106,387+43.2% | $68,904+121.1% |
| Participation rate | 97.2% | 83.9%+13.3pp | 77.5%+19.8pp | 74.1%+23.1pp |
| Annual return | -4.51% | -2.12%-2.4pp | 0.25%-4.8pp | 1.07%-5.6pp |
| Employer contribution / active EE | $3,530 | $3,237+9.0% | $3,520+0.3% | $2,540+38.9% |
| Participant deferral / active EE | $9,725 | $5,445+78.6% | $5,421+79.4% | $4,015+142.2% |
| Admin fee / account holder | $349 | $85+309.9% | $7,510-95.3% | $71+389.8% |