Filed January 5, 2010 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $149,808 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $44,885 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $40,891 |
HOOKER & HOLCOMBE, INC.7+ years Service code 11 · EIN 06-0854693 | Actuarial | $32,725 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT Service code 20 · EIN 36-4001764 | Trustee (individual) | $31,250 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $21,034 |
LOOMIS SAYLES2 years Filed as: LOOMAS, SAYLES & COMPANY, LP Service code 51 · EIN 94-6799945 | Investment Mgmt Fees | $13,658 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 52 · EIN 80-0733663 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Indirect Investment Fees | $5,005 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 5.57% | 9.72%-4.2pp | 10.75%-5.2pp | 13.24%-7.7pp |
| Employer contribution / active EE | $7,429 | $10,988-32.4% | $35,170-78.9% | $14,616-49.2% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |