Filed June 28, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP7+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $10,450 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $4,587 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTHERN FUNDS5 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-6607979 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,823 | $59,584+542.5% | $86,615+342.0% | $79,391+382.2% |
| Participation rate | 97.6% | 67.7%+30.0pp | 71.6%+26.0pp | 70.7%+26.9pp |
| Annual return | 10.72% | 23.15%-12.4pp | 63.51%-52.8pp | 116.88%-106.2pp |
| Employer contribution / active EE | $13,959 | $1,768+689.6% | $2,496+459.3% | $2,428+474.9% |
| Participant deferral / active EE | $13,052 | $3,036+329.9% | $3,699+252.8% | $4,046+222.6% |
| Admin fee / account holder | $57 | $604-90.6% | $5,830-99.0% | $627-90.9% |