Filed March 31, 2008 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $258,896 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,075 |
STATE STREET GLOBAL ADVISORS1+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $81,483 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,923 | $69,651+66.4% | $105,218+10.2% | $69,651+66.4% |
| Participation rate | 96.8% | 66.6%+30.2pp | 77.2%+19.5pp | 66.6%+30.2pp |
| Annual return | -1.49% | 53.77%-55.3pp | 5.33%-6.8pp | 53.77%-55.3pp |
| Employer contribution / active EE | $3,963 | $2,241+76.9% | $3,255+21.7% | $2,241+76.9% |
| Participant deferral / active EE | $7,680 | $3,635+111.3% | $4,867+57.8% | $3,635+111.3% |
| Admin fee / account holder | $85 | $63+35.2% | $6,992-98.8% | $63+35.2% |