Filed January 30, 2009 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $82,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,261 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,318 | $122,128+115.6% | $147,117+79.0% | $200,096+31.6% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 14.73% | 30.58%-15.8pp | 420.54%-405.8pp | 34.26%-19.5pp |
| Employer contribution / active EE | $4,176 | $4,093+2.0% | $4,932-15.3% | $3,038+37.5% |
| Participant deferral / active EE | $12,598 | $8,484+48.5% | $8,065+56.2% | $5,090+147.5% |
| Admin fee / account holder | $94 | $180-47.4% | $12,993-99.3% | $269-64.9% |