Filed January 25, 1999
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,470,702 |
FINANCIAL ENGINES1 year Service code 27 1050 ENTERPRISE WAY 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Plan) | $83,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,948 | $38,963-56.5% | $71,793-76.4% | $329,111-94.9% |
| Participation rate | 34.5% | 53.8%-19.2pp | 69.1%-34.6pp | 67.9%-33.3pp |
| Annual return | 8.92% | 9.85%-0.9pp | 78.04%-69.1pp | 16.35%-7.4pp |
| Employer contribution / active EE | $474 | $758-37.4% | $1,924-75.4% | $2,303-79.4% |
| Participant deferral / active EE | $801 | $1,286-37.7% | $2,794-71.3% | $3,682-78.2% |
| Admin fee / account holder | $18 | $50-63.5% | $4,815-99.6% | $754-97.6% |