Filed December 8, 2008
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 |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT COR Service code 27 · EIN 04-3464764 | Advisory (Plan) | $35,555 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,840 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1533211 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1412885 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3025603 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
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 | $32,997 | $46,173-28.5% | $170,436-80.6% | $69,631-52.6% |
| Participation rate | 92.3% | 63.9%+28.4pp | 83.6%+8.7pp | 70.7%+21.6pp |
| Annual return | 18.03% | 21.62%-3.6pp | 205.94%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,291 | $1,610-19.8% | $5,433-76.2% | $2,032-36.5% |
| Participant deferral / active EE | $3,301 | $2,080+58.7% | $4,939-33.2% | $3,224+2.4% |
| Admin fee / account holder | $53 | $116-54.6% | $13,880-99.6% | $110-52.3% |