Filed June 12, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $89,418 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | 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 | $44,633 | $37,203+20.0% | $154,110-71.0% | $55,727-19.9% |
| Participation rate | 95.9% | 64.1%+31.9pp | 83.0%+12.9pp | 70.9%+25.1pp |
| Annual return | -4.05% | 1320.03%-1324.1pp | 735.22%-739.3pp | 244.94%-249.0pp |
| Employer contribution / active EE | $995 | $1,614-38.4% | $5,298-81.2% | $2,078-52.1% |
| Participant deferral / active EE | $3,871 | $2,069+87.1% | $5,081-23.8% | $3,356+15.4% |
| Admin fee / account holder | $90 | $102-11.1% | $13,412-99.3% | $115-21.5% |