Filed September 15, 1997
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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $55,069 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,842 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,737 | $66,486+173.3% | $81,370+123.3% | $77,762+133.7% |
| Participation rate | 92.4% | 68.7%+23.7pp | 69.5%+22.8pp | 70.6%+21.8pp |
| Annual return | 12.62% | 15.95%-3.3pp | 24.85%-12.2pp | 31.27%-18.7pp |
| Employer contribution / active EE | $4,089 | $2,158+89.5% | $2,464+65.9% | $2,728+49.9% |
| Participant deferral / active EE | $9,181 | $3,677+149.7% | $3,885+136.3% | $4,651+97.4% |
| Admin fee / account holder | $195 | $586-66.6% | $5,749-96.6% | $433-54.9% |