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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $951,172 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $262,720 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $166,369 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,448 | $329,111-58.2% | $108,745+26.4% | $329,111-58.2% |
| Participation rate | 97.5% | 67.9%+29.6pp | 77.7%+19.8pp | 67.9%+29.6pp |
| Annual return | 10.88% | 16.35%-5.5pp | 46.22%-35.3pp | 16.35%-5.5pp |
| Employer contribution / active EE | $4,020 | $2,303+74.5% | $3,323+21.0% | $2,303+74.5% |
| Participant deferral / active EE | $7,634 | $3,682+107.3% | $5,121+49.1% | $3,682+107.3% |
| Admin fee / account holder | $113 | $754-85.0% | $6,144-98.2% | $754-85.0% |