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.8+ years Filed as: CHARLES SCHWAB Service code 26 · EIN 94-3149038 | Advisory (Participants) | $130,514 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT Service code 20 · EIN 36-4001764 | Trustee (individual) | $79,063 |
HOOKER & HOLCOMBE, INC.8+ years Service code 11 · EIN 06-0854693 | Actuarial | $45,420 |
AETNA LIFE INSURANCE COMPANY8+ years Service code 26 · EIN 06-6033492 | Advisory (Participants) | $37,134 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $32,071 |
Filed as: SSGA REAL ASSET Service code 25 | Directed Trustee | $19,532 |
BAKER NEWMAN NOYES8+ years Filed as: BAKER, NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $14,500 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $6,704 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -17.59% | -10.35%-7.2pp | -38.86%+21.3pp | 2.78%-20.4pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |