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 | $2,189,772 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $469,051 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,540 |
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 | $20,538 | $100,179-79.5% | $84,029-75.6% | $89,609-77.1% |
| Participation rate | 35.3% | 54.1%-18.8pp | 69.0%-33.7pp | 69.6%-34.3pp |
| Annual return | 25.04% | 22.50%+2.5pp | 71.32%-46.3pp | 33.65%-8.6pp |
| Employer contribution / active EE | $514 | $816-37.0% | $1,984-74.1% | $2,584-80.1% |
| Participant deferral / active EE | $899 | $1,459-38.4% | $3,239-72.2% | $4,222-78.7% |
| Admin fee / account holder | $23 | $72-68.7% | $6,102-99.6% | $72-68.5% |